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
451
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-18,200
452
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453
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-32,910
454
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-12,667
455
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-10,600
456
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-46,128
457
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-37,600
458
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-50,830
459
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-58,626
460
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-170,769
461
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-29,402
462
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-33,500
463
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-369,926
464
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-20,200
465
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-181,601
466
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-97,553
467
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-15,100
468
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-413
469
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-8,478
470
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-149,685
471
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-5,304
472
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-51,400
473
– –
-15,000
474
$0 ﹤0.01%
+3,200
15 16 17 18
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