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
401
$251K ﹤0.01%
500
-1,909
402
$247K ﹤0.01%
+4,100
403
$244K ﹤0.01%
+2,639
404
$233K ﹤0.01%
+2,100
405
$233K ﹤0.01%
+5,185
406
$231K ﹤0.01%
2,006
-1,896
407
$228K ﹤0.01%
+5,392
408
$227K ﹤0.01%
+1,900
409
$225K ﹤0.01%
+2,404
410
$222K ﹤0.01%
1,893
411
$214K ﹤0.01%
7,165
-2,151
412
$201K ﹤0.01%
+1,741
413
$199K ﹤0.01%
+52,800
414
$196K ﹤0.01%
25,737
-51,862
415
$184K ﹤0.01%
+15,700
416
$184K ﹤0.01%
24,652
417
$177K ﹤0.01%
+16,200
418
$172K ﹤0.01%
+17,500
419
$171K ﹤0.01%
+14,720
420
$170K ﹤0.01%
+11,900
421
$167K ﹤0.01%
12,226
-46,087
422
$167K ﹤0.01%
+26,700
423
$141K ﹤0.01%
+16,300
424
$128K ﹤0.01%
+11,500
425
$124K ﹤0.01%
+13,982