JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$56.2M
3
+$53.1M
4
NOV icon
NOV
NOV
+$47.8M
5
SWKS icon
Skyworks Solutions
SWKS
+$42.4M

Top Sells

1
+$66.4M
2
+$48.3M
3
+$47.1M
4
VZ icon
Verizon
VZ
+$45.5M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-90,650
402
– –
-35,500
403
– –
-6,200
404
– –
-13,931
405
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-12,900
406
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-16
407
– –
-6,800
408
– –
-17,200
409
– –
-916,312
410
– –
-3,400
411
– –
-4,275
412
– –
-18,722
413
– –
-75,200
414
– –
-2,900
415
– –
-7,269
416
– –
-21,700
417
– –
-38,241
418
– –
-5,500
419
– –
-168
420
– –
-20,100
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