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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$43.2M
3
+$43.2M
4
LH icon
Labcorp
LH
+$41.6M
5
IXC icon
iShares Global Energy ETF
IXC
+$39.4M

Top Sells

1
+$44.6M
2
+$41.5M
3
+$31.2M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$26.2M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.84%
3 Financials 13.3%
4 Industrials 12.59%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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428
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429
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430
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431
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-69,450
433
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434
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435
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-33,523
436
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437
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-66,900
438
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-41,452
439
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-78,532
440
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-18,300
441
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-71,298
442
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-131,861
443
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-79,033
444
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445
$0 ﹤0.01%
1,890
+180
446
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-38,300
447
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-475,996
448
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-18,500
449
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-33,004
450
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-7,000
15 16 17
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