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
276
$2.5M 0.03%
17,309
-190,363
277
$2.46M 0.03%
53,166
+20,816
278
$2.44M 0.03%
+9,574
279
$2.18M 0.03%
78,042
-17,962
280
$2.09M 0.03%
140,838
-38,331
281
$2.03M 0.03%
+35,941
282
$2.03M 0.03%
218,391
-258,457
283
$2.02M 0.03%
+114,143
284
$2M 0.03%
+9,879
285
$1.99M 0.03%
8,274
+114
286
$1.89M 0.03%
13,124
-4,955
287
$1.86M 0.03%
15,351
-305,549
288
$1.84M 0.03%
330,530
-163,140
289
$1.83M 0.03%
14,886
+11,212
290
$1.79M 0.02%
+266,333
291
$1.78M 0.02%
+22,748
292
$1.7M 0.02%
64,986
-69,999
293
$1.7M 0.02%
62,133
294
$1.68M 0.02%
+54,196
295
$1.64M 0.02%
+29,383
296
$1.63M 0.02%
168,530
-288,230
297
$1.62M 0.02%
10,883
-281,001
298
$1.56M 0.02%
43,506
+16,531
299
$1.53M 0.02%
31,897
300
$1.48M 0.02%
+216,290
10 11
12
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