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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$83M
3
+$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1
+$115M
2
+$88.1M
3
+$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.34%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.1M 0.1%
481,987
-217,957
227
$10.1M 0.1%
145,593
-555,931
228
$10M 0.1%
94,838
-3,897
229
$10M 0.1%
430,001
+330,790
230
$9.8M 0.1%
45,889
-32,905
231
$9.58M 0.09%
13,827
+181
232
$9.17M 0.09%
+5,424,338
233
$9.16M 0.09%
377,249
+101,373
234
$8.9M 0.09%
43,012
-30,337
235
$8.87M 0.09%
+79,011
236
$8.86M 0.09%
1,177,929
+108,030
237
$8.27M 0.08%
33,254
-25,117
238
$8.08M 0.08%
+103,330
239
$7.85M 0.08%
104,724
-11,174
240
$7.77M 0.08%
7,584
+5,456
241
$7.57M 0.07%
95,753
-87,100
242
$7.38M 0.07%
100,345
-17,456
243
$7.35M 0.07%
187,911
+12,146
244
$7.14M 0.07%
428,192
-2,201,976
245
$7.13M 0.07%
+294,961
246
$7.07M 0.07%
575,219
247
$6.86M 0.07%
130,823
-2,942
248
$6.81M 0.07%
74,921
-17,872
249
$6.59M 0.06%
149,996
-2,616,297
250
$6.5M 0.06%
266,999
8 9
10
11 12