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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.3M 0.07%
332,507
-81,359
227
$6.26M 0.07%
232,068
+219,909
228
$6.12M 0.07%
385,169
+278,092
229
$6.09M 0.07%
303,468
+222,723
230
$6.04M 0.07%
44,398
-354,038
231
$5.91M 0.07%
22,035
-1,094
232
$5.69M 0.07%
37,027
+11,362
233
$5.64M 0.07%
+15,987
234
$5.54M 0.07%
+35,337
235
$5.46M 0.06%
79,401
-2,794
236
$5.33M 0.06%
369,959
+43,032
237
$5.28M 0.06%
+49,656
238
$5.26M 0.06%
58,221
-16,350
239
$5.19M 0.06%
52,960
-9
240
$5.19M 0.06%
319,547
-14,866
241
$5.19M 0.06%
371,991
-45,003
242
$5.15M 0.06%
+317,212
243
$5.15M 0.06%
+106,418
244
$5.13M 0.06%
23,057
-1,142
245
$5.03M 0.06%
45,677
-229,564
246
$4.97M 0.06%
220,629
-17,897
247
$4.73M 0.06%
67,734
-99,223
248
$4.72M 0.06%
+177,251
249
$4.63M 0.05%
+42,000
250
$4.59M 0.05%
163,000
+14,650
8 9
10
11 12