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
76
$28.6M 0.4%
514,749
-261,790
77
$28.1M 0.39%
402,602
-752,419
78
$27.8M 0.39%
264,643
-6,856
79
$27.6M 0.38%
325,315
-44,436
80
$27.4M 0.38%
+259,770
81
$27.3M 0.38%
185,346
+165,178
82
$27.3M 0.38%
410,292
-914,628
83
$27.2M 0.38%
493,792
+10,109
84
$26.6M 0.37%
22,358
+9,264
85
$26.5M 0.37%
261,249
-223,993
86
$26.3M 0.36%
+188,989
87
$26.3M 0.36%
+431,989
88
$25.4M 0.35%
595,341
-458,072
89
$25.4M 0.35%
97,259
-80,413
90
$25.4M 0.35%
867,830
+772,010
91
$25.2M 0.35%
337,254
+20,908
92
$25M 0.35%
190,396
+3,167
93
$25M 0.35%
+818,692
94
$24.8M 0.34%
205,396
-159,226
95
$24.5M 0.34%
201,315
-332,120
96
$24.1M 0.33%
448,842
+307,561
97
$23.8M 0.33%
1,113,315
-1,734,485
98
$23.4M 0.32%
360,100
-314,635
99
$22.8M 0.32%
350,823
100
$22.7M 0.31%
159,871
+151,435
2 3
4
5 6