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
26
$65.7M 0.91%
250,940
+41,414
27
$61.5M 0.85%
1,281,358
-846,707
28
$61.4M 0.85%
289,300
-24,009
29
$61.1M 0.85%
279,796
+66,696
30
$60.5M 0.84%
1,346,154
+825,031
31
$56.8M 0.79%
145,984
-9,850
32
$55.2M 0.76%
228,824
+48,222
33
$53.7M 0.74%
875,000
-205,500
34
$53.3M 0.74%
668,765
-124,715
35
$53.3M 0.74%
1,477,629
+1,311,123
36
$52.8M 0.73%
836,831
-1,185,407
37
$51.3M 0.71%
699,409
-327,490
38
$51.2M 0.71%
997,355
+543,235
39
$49.1M 0.68%
+323,789
40
$48.1M 0.67%
375,307
+289,646
41
$47.8M 0.66%
989,713
-21,427
42
$46.7M 0.65%
334,328
-452,616
43
$46.6M 0.64%
386,318
-66,922
44
$46M 0.64%
663,252
-86,963
45
$44.7M 0.62%
1,151,837
+820,556
46
$44.6M 0.62%
1,002,614
+53,320
47
$43M 0.6%
1,652,486
+1,642,795
48
$43M 0.6%
382,461
49
$42.9M 0.59%
668,374
+606,290
50
$42.6M 0.59%
311,095
+59,757
1
2
3 4 5