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
251
$3.48M 0.05%
38,758
-2,337
252
$3.43M 0.05%
39,060
-17,979
253
$3.41M 0.05%
+203,500
254
$3.37M 0.05%
133,983
+34,760
255
$3.36M 0.05%
+54,980
256
$3.36M 0.05%
91,074
+7,983
257
$3.35M 0.05%
24,264
-99,463
258
$3.33M 0.05%
411,553
-87,200
259
$3.09M 0.04%
+169,361
260
$3.06M 0.04%
+65,012
261
$3.03M 0.04%
49,289
-732,028
262
$3.01M 0.04%
+33,059
263
$3M 0.04%
+170,266
264
$2.88M 0.04%
+94,904
265
$2.87M 0.04%
+26,862
266
$2.86M 0.04%
18,103
-35,216
267
$2.84M 0.04%
3,582
-4,988
268
$2.79M 0.04%
+15,850
269
$2.79M 0.04%
13,525
-23,530
270
$2.75M 0.04%
24,092
-5,802
271
$2.73M 0.04%
75,942
-460,275
272
$2.71M 0.04%
16,414
273
$2.64M 0.04%
+161,970
274
$2.64M 0.04%
138,084
+91,722
275
$2.56M 0.04%
234,707
-146,535
9 10
11
12 13