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
451
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-15,500
452
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-12,200
453
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-33,523
454
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-3,574
455
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-66,900
456
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-41,452
457
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-78,532
458
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-18,300
459
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-71,298
460
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-131,861
461
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-79,033
462
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-14,300
463
$0 ﹤0.01%
1,890
+180
464
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-475,996
465
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-18,500
466
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-33,004
467
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-7,000
468
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-18,200
469
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-40,000
470
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-32,910
471
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-112,447
472
– –
-6,600
473
– –
-20,198
474
– –
-12,667
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