JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-41,700
427
– –
-108,219
428
– –
-34,100
429
– –
-5,724
430
– –
-78,368
431
– –
-74,600
432
– –
-17,500
433
– –
-11,900
434
– –
-41,800
435
– –
-211,728
436
– –
-5,300
437
– –
-56,300
438
– –
-25,997
439
– –
-51,000
440
– –
-22,800
441
– –
-14,368
442
– –
-714,136
443
– –
-20,800
444
– –
-28,300
445
– –
-296,361
446
– –
-51,345
447
– –
-29,200
448
– –
-69,450
449
– –
-15,500
450
– –
-12,200
15 16 17
18
19