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
351
$570K 0.01%
7,269
-112,045
352
$558K 0.01%
+6,450
353
$554K 0.01%
33,156
-229,818
354
$552K 0.01%
193,990
355
$549K 0.01%
32,007
+15,523
356
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26,291
357
$520K 0.01%
6,151
-18,830
358
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+3,000
359
$512K 0.01%
+9,153
360
$508K 0.01%
12,206
361
$489K 0.01%
6,720
362
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13,784
-42,683
363
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31,700
364
$468K 0.01%
+3,100
365
$457K 0.01%
10,154
-26,238
366
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+16,155
367
$429K 0.01%
4,952
-1,107
368
$429K 0.01%
6,078
369
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+4,800
370
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+7,334
371
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372
$396K 0.01%
+3,666
373
$383K 0.01%
20,114
-6,034
374
$368K 0.01%
+6,733
375
$365K 0.01%
10,900
-15,300
13 14
15
16 17