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
176
$8.87M 0.12%
105,948
-95,578
177
$8.69M 0.12%
92,653
-130,494
178
$8.52M 0.12%
214,440
-151,278
179
$8.5M 0.12%
216,650
+100,336
180
$8.4M 0.12%
+285,412
181
$8.37M 0.12%
50,226
+12,867
182
$8.33M 0.12%
+28,940
183
$8.07M 0.11%
301,624
-49,365
184
$8.04M 0.11%
+40,084
185
$8.01M 0.11%
72,404
+53,917
186
$7.99M 0.11%
+193,384
187
$7.83M 0.11%
125,791
-5,843
188
$7.82M 0.11%
148,929
+101,268
189
$7.8M 0.11%
149,970
-46,028
190
$7.77M 0.11%
77,568
+16,047
191
$7.75M 0.11%
287,971
+133,415
192
$7.73M 0.11%
92,404
+87,898
193
$7.69M 0.11%
+482,400
194
$7.63M 0.11%
106,790
195
$7.59M 0.11%
51,333
196
$7.43M 0.1%
+90,153
197
$7.42M 0.1%
+187,717
198
$6.98M 0.1%
502,232
-259,100
199
$6.89M 0.1%
115,811
+110,920
200
$6.79M 0.09%
133,273
-151,405
6 7
8
9 10