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
151
$12M 0.17%
+56,970
152
$11.6M 0.16%
259,540
-276,724
153
$11.6M 0.16%
+160,717
154
$11.4M 0.16%
+99,394
155
$11.4M 0.16%
45,306
+15,809
156
$11.2M 0.16%
282,724
157
$11.1M 0.15%
+231,833
158
$11M 0.15%
34,109
+20,601
159
$11M 0.15%
103,989
+50,708
160
$10.9M 0.15%
177,841
+54,669
161
$10.8M 0.15%
+92,926
162
$10.8M 0.15%
114,016
+71,669
163
$10M 0.14%
114,967
-8,231
164
$10M 0.14%
124,452
+4,432
165
$9.68M 0.13%
4,712
+150
166
$9.59M 0.13%
440,436
+123,016
167
$9.59M 0.13%
29,506
-7,176
168
$9.51M 0.13%
+148,285
169
$9.43M 0.13%
274,834
-221,596
170
$9.41M 0.13%
296,246
-1,876,782
171
$9.36M 0.13%
115,689
+57,238
172
$9.32M 0.13%
221,142
-62,177
173
$9.32M 0.13%
79,519
-664,064
174
$9.3M 0.13%
24,626
175
$9.14M 0.13%
+200,340
5 6
7
8 9