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
51
$40.9M 0.57%
669,861
+487,096
52
$40.4M 0.56%
289,796
-396,079
53
$40.2M 0.56%
1,428,210
-340,536
54
$39.1M 0.54%
242,622
-75,166
55
$38.8M 0.54%
195,984
+131,944
56
$37.2M 0.52%
125,366
+40,859
57
$37.1M 0.51%
+673,291
58
$36.5M 0.5%
981,092
-198,498
59
$36M 0.5%
462,789
+80,337
60
$35.9M 0.5%
4,448,000
-382,000
61
$35.6M 0.49%
121,178
-159,272
62
$34.9M 0.48%
9,177
+4,838
63
$34.8M 0.48%
2,454,000
+743,700
64
$34.6M 0.48%
158,048
+54,127
65
$33.6M 0.47%
953,373
-834,700
66
$31.8M 0.44%
123,333
+40,373
67
$31.1M 0.43%
404,396
+316,726
68
$31M 0.43%
272,137
-183,996
69
$30.6M 0.42%
599,209
+494,741
70
$30.5M 0.42%
936,985
+21,520
71
$30.2M 0.42%
1,328,212
+411,160
72
$30M 0.42%
277,248
+162,232
73
$29.3M 0.41%
228,560
+34,023
74
$28.9M 0.4%
1,328,125
+755,026
75
$28.7M 0.4%
2,446,700
+2,355,000
1 2
3
4 5