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
126
$16.1M 0.22%
+634,293
127
$15.8M 0.22%
232,108
+187,438
128
$15.8M 0.22%
748,239
-391,328
129
$15.6M 0.22%
2,656,200
-3,056,080
130
$15.6M 0.22%
+180,535
131
$15.6M 0.22%
+4,600,000
132
$15M 0.21%
376,529
+32,532
133
$14.4M 0.2%
224,879
-132,111
134
$14.3M 0.2%
495,911
+462,527
135
$14.2M 0.2%
178,009
+43,042
136
$14.1M 0.2%
340,356
-55,763
137
$13.8M 0.19%
281,176
-52,719
138
$13.8M 0.19%
+869,776
139
$13.7M 0.19%
199,515
-753,265
140
$13.6M 0.19%
36,972
-5,782
141
$13.3M 0.18%
75,210
-275,828
142
$13.3M 0.18%
96,625
143
$12.9M 0.18%
503,094
+471,443
144
$12.9M 0.18%
191,268
+101,724
145
$12.8M 0.18%
368,383
-77,485
146
$12.6M 0.17%
583,389
-1,252,911
147
$12.5M 0.17%
202,214
+12,041
148
$12.3M 0.17%
30,105
+28,042
149
$12.1M 0.17%
651,544
-4,390
150
$12M 0.17%
102,965
+67,892
4 5
6
7 8