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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-8,370
527
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-35,153
528
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-140,256
529
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-72,960
530
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-15,083
531
– –
-275,883
532
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-17,458
533
– –
-166,870
534
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-174,881
535
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-30,520
536
– –
-141,485
537
– –
-1,280,245
538
– –
-4,180
539
– –
-252,304
540
– –
-348,037
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