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
301
$1.41M 0.02%
+33,552
302
$1.4M 0.02%
6,201
-55,678
303
$1.39M 0.02%
7,700
-229,127
304
$1.36M 0.02%
30,432
-154,044
305
$1.35M 0.02%
8,118
306
$1.31M 0.02%
15,206
-255,216
307
$1.28M 0.02%
119,711
-118,909
308
$1.25M 0.02%
+24,937
309
$1.23M 0.02%
22,270
-379,430
310
$1.22M 0.02%
49,478
-428,496
311
$1.2M 0.02%
26,944
+7,222
312
$1.18M 0.02%
7,820
+1,100
313
$1.15M 0.02%
7,774
-147,047
314
$1.12M 0.02%
+18,484
315
$1.1M 0.02%
28,548
316
$1.1M 0.02%
33,840
-3,499
317
$1.05M 0.01%
+11,604
318
$1.02M 0.01%
21,614
-59,056
319
$990K 0.01%
57,970
-23,392
320
$934K 0.01%
+5,991
321
$929K 0.01%
+7,688
322
$922K 0.01%
22,387
+16,741
323
$905K 0.01%
+9,639
324
$886K 0.01%
+6,000
325
$869K 0.01%
2,990
11 12
13
14 15