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
201
$6.74M 0.09%
32,956
+4,728
202
$6.65M 0.09%
109,076
203
$6.51M 0.09%
476,247
+204,799
204
$6.47M 0.09%
19,617
-14,981
205
$6.43M 0.09%
73,989
-196,343
206
$6.4M 0.09%
152,418
-1,172
207
$6.33M 0.09%
25,955
+3,901
208
$6.28M 0.09%
79,910
-74,193
209
$6.15M 0.09%
+103,422
210
$6.09M 0.08%
44,533
-37,559
211
$6.03M 0.08%
584,600
+95,600
212
$6.01M 0.08%
12,345
213
$5.78M 0.08%
61,729
-726
214
$5.72M 0.08%
29,058
-44,103
215
$5.63M 0.08%
397,494
-19,805
216
$5.45M 0.08%
60,828
+51,774
217
$5.41M 0.08%
90,124
218
$5.36M 0.07%
16,551
-64,276
219
$5.29M 0.07%
48,946
-207,671
220
$5.27M 0.07%
164,401
+113,253
221
$5.2M 0.07%
+96,347
222
$5.15M 0.07%
48,517
-24,395
223
$5.07M 0.07%
282,243
-229,957
224
$5.04M 0.07%
125,405
+88,255
225
$5.04M 0.07%
248,362
-40,310
7 8
9
10 11