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
326
$861K 0.01%
35,414
+2,113
327
$832K 0.01%
+5,829
328
$816K 0.01%
12,476
-10,410
329
$802K 0.01%
+27,557
330
$791K 0.01%
38,501
-124,422
331
$771K 0.01%
13,538
332
$760K 0.01%
+6,500
333
$757K 0.01%
+19,803
334
$745K 0.01%
+9,537
335
$743K 0.01%
8,735
-475,876
336
$734K 0.01%
+9,511
337
$719K 0.01%
+154,400
338
$686K 0.01%
+9,577
339
$669K 0.01%
21,190
-1,104,030
340
$665K 0.01%
8,985
-10,521
341
$642K 0.01%
+6,800
342
$641K 0.01%
+40,100
343
$638K 0.01%
32,469
-27,311
344
$625K 0.01%
+41,724
345
$617K 0.01%
7,018
-426,181
346
$615K 0.01%
+2,800
347
$612K 0.01%
3,100
-8,734
348
$610K 0.01%
+3,400
349
$595K 0.01%
+45,800
350
$582K 0.01%
3,000
-69,168
12 13
14
15 16