JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Fund
S&P 500
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
+$107M
2
+$83.7M
3
+$73.9M
4
DTE icon
DTE Energy
DTE
+$62.9M
5
MRK icon
Merck
MRK
+$60.3M

Top Sells

1
+$118M
2
+$71.8M
3
+$70M
4
RHI icon
Robert Half
RHI
+$68.8M
5
AFL icon
Aflac
AFL
+$66.5M

Sector Composition

1 Technology 28.03%
2 Healthcare 13.33%
3 Financials 13.24%
4 Consumer Discretionary 12.22%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$75K ﹤0.01%
+40,400
427
$14K ﹤0.01%
+11,621
428
– –
-14,499
429
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-7,244,401
430
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-31,447
431
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-1,270,290
432
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-139,919
433
– –
-46,663
434
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-278,234
435
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-153,563
436
– –
-13,094
437
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-59,100
438
– –
-491,870
439
– –
-9,727
440
– –
-4,633
441
– –
-13,079
442
– –
-2,677
443
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-22,038
444
– –
-118,394
445
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-53,212
446
– –
-63,795
447
– –
-28,100
448
– –
-399,963
449
– –
-47,198
450
– –
-231,054
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