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
101
$22.6M 0.31%
1,260,514
+1,239,303
102
$22.5M 0.31%
313,748
-9,956
103
$22.4M 0.31%
162,257
+53,030
104
$21.9M 0.3%
+155,804
105
$21.1M 0.29%
250,882
+198,922
106
$21M 0.29%
1,205,796
-505,025
107
$20.7M 0.29%
356,700
+14,300
108
$20.2M 0.28%
664,795
-724,327
109
$20.2M 0.28%
66,789
-55,292
110
$20.1M 0.28%
432,292
+152,111
111
$20.1M 0.28%
87,265
+33,893
112
$19M 0.26%
294,200
+57,500
113
$18.6M 0.26%
507,803
+23,286
114
$18.5M 0.26%
+291,478
115
$18.4M 0.26%
378,477
-2,108
116
$17.8M 0.25%
246,564
+43,712
117
$17.1M 0.24%
81,639
-2,296
118
$17.1M 0.24%
486,013
+29,411
119
$17M 0.24%
721,481
+427,469
120
$16.7M 0.23%
1,029,582
+22,393
121
$16.7M 0.23%
162,163
-80,115
122
$16.6M 0.23%
169,561
-221,478
123
$16.5M 0.23%
71,849
-56,936
124
$16.5M 0.23%
+305,927
125
$16.1M 0.22%
113,613
-98,079
3 4
5
6 7