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
+$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 28.03%
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
– –
-15,083
429
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-435,275
430
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-40,657
431
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-172,307
432
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-83,646
433
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-8,448
434
– –
-37,916
435
– –
-95,638
436
– –
-275,883
437
– –
-17,458
438
– –
-166,870
439
– –
-174,881
440
– –
-30,520
441
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-141,485
442
– –
-1,280,245
443
– –
-4,180
444
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-252,304
445
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-348,037
446
– –
-14,499
447
– –
-7,244,401
448
– –
-31,447
449
– –
-1,270,290
450
– –
-139,919
16 17
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