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
$7.21B
AUM Growth
-$534M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$89.3M
3
+$65.8M
4
DTE icon
DTE Energy
DTE
+$64.5M
5
MRK icon
Merck
MRK
+$63.7M

Top Sells

1
+$118M
2
+$77.8M
3
+$75M
4
RHI icon
Robert Half
RHI
+$74.9M
5
AFL icon
Aflac
AFL
+$66.5M

Sector Composition

1 Technology 28.08%
2 Healthcare 13.33%
3 Financials 13.24%
4 Consumer Discretionary 12.22%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.03M 0.07%
170,376
-808,036
227
$5.02M 0.07%
+68,902
228
$4.93M 0.07%
48,954
+42,533
229
$4.87M 0.07%
157,313
-90,940
230
$4.76M 0.07%
786,729
-12,745
231
$4.68M 0.06%
210,684
-20,222
232
$4.57M 0.06%
+149,598
233
$4.53M 0.06%
37,785
-60,882
234
$4.51M 0.06%
+30,009
235
$4.42M 0.06%
13,050
-9,580
236
$4.39M 0.06%
254,810
237
$4.37M 0.06%
166,909
+151,546
238
$4.11M 0.06%
236,394
-12,731
239
$4.07M 0.06%
61,026
-6,943
240
$4M 0.06%
37,226
-60,915
241
$3.94M 0.05%
+141,418
242
$3.93M 0.05%
+87,378
243
$3.92M 0.05%
48,908
-72,887
244
$3.87M 0.05%
12,954
-180,270
245
$3.87M 0.05%
31,053
-158,295
246
$3.8M 0.05%
130,363
-63,750
247
$3.75M 0.05%
155,280
-153,423
248
$3.58M 0.05%
15,338
-12,785
249
$3.56M 0.05%
734,169
-160,015
250
$3.54M 0.05%
136,219
+37,241
8 9
10
11 12