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
$10.1B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$71.4M
2 +$64M
3 +$60.8M
4
PEG icon
Public Service Enterprise Group
PEG
+$50.8M
5
LOGI icon
Logitech
LOGI
+$48.6M

Top Sells

1 +$154M
2 +$86.8M
3 +$79.2M
4
KD icon
Kyndryl
KD
+$78M
5
BLDR icon
Builders FirstSource
BLDR
+$73.2M

Sector Composition

1 Technology 28.03%
2 Financials 12.41%
3 Consumer Discretionary 12.02%
4 Healthcare 10.36%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$8.67M 0.09%
150,348
-190,946
227
$8.65M 0.09%
561,622
+284,033
228
$8.65M 0.09%
173,969
229
$8.56M 0.08%
126,718
230
$8.38M 0.08%
75,070
-13,410
231
$8.07M 0.08%
+136,000
232
$8.07M 0.08%
+95,532
233
$7.95M 0.08%
+75,866
234
$7.91M 0.08%
97,597
+55,112
235
$7.62M 0.08%
40,201
-58,862
236
$7.26M 0.07%
72,565
-9,403
237
$7.24M 0.07%
219,722
-194,998
238
$7.18M 0.07%
12,311
+400
239
$7.03M 0.07%
426,663
+17,944
240
$6.5M 0.06%
142,885
+108,563
241
$6.46M 0.06%
126,952
-54,192
242
$6M 0.06%
104,869
+25,706
243
$5.93M 0.06%
1,866,365
+1,398,679
244
$5.87M 0.06%
+64,017
245
$5.71M 0.06%
163,687
+145,547
246
$5.66M 0.06%
12,849
-16,814
247
$5.62M 0.06%
1,003,981
248
$5.51M 0.05%
154,722
-29,054
249
$5.47M 0.05%
129,524
-202,828
250
$5.43M 0.05%
167,480
+155,736