JIM
Jupiter Investment Management Portfolio holdings
AUM $6.26B
AUM
$6.26B
AUM Growth
+$1.14B (+22%)
Cap. Flow
+$913M
Cap. Flow % of AUM
14.57%
Top 10 Holdings %Top 10 Hldgs %
25.16%
Holding
512
New
147
Increased
108
Reduced
116
Closed
128
Top Buys
| 1 | $95.8M | |
| 2 | $62M | |
| 3 | $56.3M | |
| 4 | $51.8M | |
| 5 | $51.5M |
Top Sells
| 1 | $136M | |
| 2 | $100M | |
| 3 | $64.9M | |
| 4 | $58.7M | |
| 5 | $56.8M |
Sector Composition
| 1 | Technology | 26.2% |
| 2 | Healthcare | 15.76% |
| 3 | Financials | 14.07% |
| 4 | Consumer Discretionary | 11.22% |
| 5 | Communication Services | 8.24% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $715K | 0.01% | 55,297 | New | +$715K | |||
| $706K | 0.01% | 8,079 | New | +$706K | |||
| $705K | 0.01% | 18,750 | New | +$705K | |||
| $700K | 0.01% | 48,490 +13,596 | +39% | +$196K | |||
| $685K | 0.01% | 5,274 | New | +$685K | |||
| $651K | 0.01% | 6,643 -208,899 | -97% | -$20.5M | |||
| $644K | 0.01% | 50,296 -130,905 | -72% | -$1.68M | |||
| $641K | 0.01% | 12,791 +3,777 | +42% | +$189K | |||
| $632K | 0.01% | 5,272 | New | +$632K | |||
| $623K | 0.01% | 13,369 +6,297 | +89% | +$293K | |||
| $607K | 0.01% | 2,990 | – | – | |||
| $602K | 0.01% | 33,110 -385,365 | -92% | -$7.01M | |||
| $591K | 0.01% | 16,867 | New | +$591K | |||
| $558K | 0.01% | 11,535 -440,629 | -97% | -$21.3M | |||
| $556K | 0.01% | 4,323 | New | +$556K | |||
| $554K | 0.01% | 9,000 | New | +$554K | |||
| $518K | 0.01% | 14,190 -1,556,220 | -99% | -$56.8M | |||
| $508K | 0.01% | 21,500 | New | +$508K | |||
| $507K | 0.01% | 40,524 -40,940 | -50% | -$512K | |||
| $497K | 0.01% | 2,607 | New | +$497K | |||
| $492K | 0.01% | 46,427 | New | +$492K | |||
| $491K | 0.01% | 5,375 +640 | +14% | +$58.5K | |||
| $483K | 0.01% | 39,247 | New | +$483K | |||
| $476K | 0.01% | 46,572 | New | +$476K | |||
| $466K | 0.01% | 2,490 +900 | +57% | +$168K |
