JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.15B
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$20.9M
3
+$18.1M
4
HDB icon
HDFC Bank
HDB
+$15.5M
5
CPAY icon
Corpay
CPAY
+$14.2M

Top Sells

1
+$30.1M
2
+$18.6M
3
+$16.6M
4
MDT icon
Medtronic
MDT
+$14M
5
FISV
Fiserv Inc
FISV
+$13.3M

Sector Composition

1 Financials 22.12%
2 Consumer Discretionary 19.45%
3 Technology 14.6%
4 Industrials 12.74%
5 Materials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-19,697
227
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-46,070
228
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-28,696
229
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-125,168
230
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-23,484
231
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-42,536
232
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-5,553
233
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-242,249
234
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-200,180
235
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-118,688
236
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-37,336
237
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-125,800
238
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-1,144,094
6 7 8 9
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