JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.65M 0.08%
+186,634
227
$7.45M 0.08%
36,030
+33,268
228
$7.45M 0.08%
14,072
+345
229
$7.36M 0.08%
+28,848
230
$7.18M 0.08%
+307,606
231
$7M 0.08%
359,290
-742,412
232
$6.98M 0.08%
19,343
-10,894
233
$6.88M 0.08%
416,994
+215,547
234
$6.55M 0.07%
+31,563
235
$6.49M 0.07%
74,571
+13,132
236
$6.47M 0.07%
98,014
-183,794
237
$5.95M 0.07%
261,364
+94,764
238
$5.8M 0.06%
23,129
+524
239
$5.79M 0.06%
314,008
+265,243
240
$5.71M 0.06%
24,199
+2,357
241
$5.57M 0.06%
334,413
-13,447
242
$5.55M 0.06%
253,570
-726,156
243
$5.47M 0.06%
825,664
-116,628
244
$5.25M 0.06%
107,113
-6,857
245
$5.24M 0.06%
82,195
+76,174
246
$5.22M 0.06%
+326,927
247
$5.21M 0.06%
+77,958
248
$5.19M 0.06%
+137,940
249
$5.17M 0.06%
84,900
+33,100
250
$5.15M 0.06%
52,577
-21,980
8 9
10
11 12