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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.6M 0.09%
+895,538
227
$8.52M 0.09%
+401,778
228
$8.38M 0.09%
+14,981
229
$8.27M 0.09%
66,707
+37,561
230
$8.16M 0.09%
207,422
+202
231
$8.15M 0.09%
44,351
-71,581
232
$8.14M 0.09%
+157,204
233
$8.11M 0.09%
+39,571
234
$8.05M 0.08%
+117,912
235
$8.03M 0.08%
+136,695
236
$7.99M 0.08%
+115,213
237
$7.95M 0.08%
84,339
238
$7.94M 0.08%
+246,752
239
$7.91M 0.08%
+408,806
240
$7.83M 0.08%
+431,862
241
$7.69M 0.08%
36,684
-15,369
242
$7.51M 0.08%
+27,626
243
$7.4M 0.08%
+64,624
244
$7.17M 0.08%
+616,042
245
$7.16M 0.08%
+195,405
246
$7.13M 0.08%
+167,965
247
$7.05M 0.07%
+55,847
248
$6.86M 0.07%
+681,405
249
$6.81M 0.07%
677,053
-377,000
250
$6.73M 0.07%
+333,464
8 9
10
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