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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.25M 0.08%
40,176
-89,012
227
$8.18M 0.08%
+127,787
228
$8.15M 0.08%
79,871
-49,445
229
$8.13M 0.08%
+104,704
230
$8.08M 0.08%
1,211,902
231
$7.89M 0.07%
61,084
232
$7.79M 0.07%
+120,372
233
$7.73M 0.07%
124,425
-2,293
234
$7.72M 0.07%
67,081
235
$7.68M 0.07%
19,906
+16,635
236
$7.62M 0.07%
1,003,981
237
$7.62M 0.07%
37,465
+15,852
238
$7.6M 0.07%
156,669
-12
239
$7.39M 0.07%
144,302
-29,667
240
$7.29M 0.07%
+429,436
241
$7.27M 0.07%
+262,521
242
$7.26M 0.07%
115,664
243
$7.24M 0.07%
+69,693
244
$7.13M 0.07%
96,095
-289,491
245
$7.13M 0.07%
+206,023
246
$7.1M 0.07%
210,227
-37,314
247
$7.04M 0.07%
124,454
-63,345
248
$6.96M 0.07%
+124,595
249
$6.92M 0.07%
228,772
+15,940
250
$6.75M 0.06%
1,258,993
-1,387,857
8 9
10
11 12