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
+$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 14.84%
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
451
– –
-71,298
452
– –
-131,861
453
– –
-79,033
454
– –
-14,300
455
$0 ﹤0.01%
1,890
+180
456
– –
-38,300
457
– –
-475,996
458
– –
-18,500
459
– –
-33,004
460
– –
-7,000
461
– –
-18,200
462
– –
-40,000
463
– –
-32,910
464
– –
-112,447
465
– –
-6,600
466
– –
-20,198
467
– –
-12,667
468
– –
-10,600
469
– –
-45,300
470
– –
-9,500
471
– –
-18,900
472
– –
-36,900
473
– –
-46,128
474
– –
-37,600
15 16 17 18
19