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
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504
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508
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510
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511
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512
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513
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514
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515
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517
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520
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521
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522
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523
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524
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525
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-35,696
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