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 | |
|---|---|---|---|---|---|---|---|
| $168K | 0% | 19,018 | New | +$168K | |||
| $166K | 0% | 11,125 | New | +$166K | |||
| $155K | 0% | 30,835 -227,128 | -88% | -$1.14M | |||
| $149K | 0% | 20,340 | New | +$149K | |||
| $122K | 0% | 26,100 -133,900 | -84% | -$626K | |||
| $117K | 0% | 30,710 -169,390 | -85% | -$645K | |||
| $66K | 0% | 25,000 -129,400 | -84% | -$342K | |||
| $33K | 0% | 11,600 -41,200 | -78% | -$117K | |||
| $0 | 0% | 0 -17,305 | Closed | – | |||
| $0 | 0% | 0 -72,640 | Closed | – | |||
| $0 | 0% | 0 -155,175 | Closed | – | |||
| $0 | 0% | 0 -127,589 | Closed | – | |||
| $0 | 0% | 0 -78,541 | Closed | – | |||
| $0 | 0% | 0 -1,447 | Closed | – | |||
| $0 | 0% | 0 -40,100 | Closed | – | |||
| $0 | 0% | 0 -48,281 | Closed | – | |||
| $0 | 0% | 0 -162,518 | Closed | – | |||
| $0 | 0% | 0 -16,117 | Closed | – | |||
| $0 | 0% | 0 -517,439 | Closed | – | |||
| $0 | 0% | 0 -10,667 | Closed | – | |||
| $0 | 0% | 0 -6,530 | Closed | – | |||
| $0 | 0% | 0 -14,761 | Closed | – | |||
| $0 | 0% | 0 -107,364 | Closed | – | |||
| $0 | 0% | 0 -16,300 | Closed | – | |||
| $0 | 0% | 0 -14,100 | Closed | – |
