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
1
$337M 4.66%
4,587,380
+137,668
2
$255M 3.52%
1,614,413
-169,106
3
$148M 2.04%
1,061,035
-300
4
$139M 1.93%
678,292
-50,424
5
$128M 1.77%
1,472,605
+734,024
6
$118M 1.63%
1,273,120
-811,580
7
$106M 1.46%
562,982
-74,446
8
$103M 1.42%
705,465
-86,857
9
$103M 1.42%
+2,524,603
10
$101M 1.4%
1,139,204
+1,008,736
11
$99.9M 1.38%
1,493,740
-142,620
12
$93M 1.29%
1,554,210
-74,578
13
$89.4M 1.24%
1,686,975
+665,888
14
$88.2M 1.22%
2,442,419
+1,461,318
15
$81.2M 1.12%
920,052
+520,982
16
$80.4M 1.11%
1,578,095
-84,679
17
$80.1M 1.11%
415,942
+185,549
18
$79.4M 1.1%
372,905
-16,457
19
$71.4M 0.99%
3,107,765
+2,863,074
20
$70.1M 0.97%
546,567
+82,490
21
$69.3M 0.96%
626,832
+583,281
22
$67M 0.93%
1,000,240
-598,800
23
$66.7M 0.92%
487,722
-239,332
24
$66.6M 0.92%
193,483
+168,243
25
$66.3M 0.92%
530,646
-159,404
1
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