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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.51M 0.08%
37,958
+1,554
227
$7.44M 0.08%
2,102,800
+953,500
228
$7.35M 0.08%
88,480
229
$7.15M 0.08%
264,624
+172,619
230
$6.95M 0.08%
124,518
-154,017
231
$6.88M 0.08%
+204,235
232
$6.79M 0.08%
179,542
-63,574
233
$6.64M 0.07%
708,257
+205,913
234
$6.44M 0.07%
19,539
235
$6.4M 0.07%
+11,911
236
$6.28M 0.07%
+183,776
237
$6.19M 0.07%
173,898
-238,922
238
$5.95M 0.07%
+42,719
239
$5.52M 0.06%
12,687
-125,405
240
$5.34M 0.06%
97,765
-74,153
241
$5.32M 0.06%
+330,015
242
$5.29M 0.06%
99,213
-243,276
243
$5.29M 0.06%
116,438
-131,121
244
$5.27M 0.06%
1,003,981
-29,945
245
$5.26M 0.06%
317,018
+269,315
246
$5.23M 0.06%
91,396
-973,469
247
$5.13M 0.06%
12,381
+6,651
248
$4.98M 0.06%
+194,781
249
$4.96M 0.05%
63,992
-109,289
250
$4.94M 0.05%
828
8 9
10
11 12