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
526
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-2,002
527
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528
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-8,059
529
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-435,263
530
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-9,782
531
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-13,360
532
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-1,351,287
533
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-11,642
534
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-274,787
535
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-46,100
536
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-40,355
537
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-19,825
538
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-141,485
539
– –
-1,280,245
540
– –
-348,037
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