JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$135M
3
+$131M
4
AIG icon
American International
AIG
+$123M
5
BBWI icon
Bath & Body Works
BBWI
+$93.2M

Top Sells

1
+$205M
2
+$120M
3
+$119M
4
NVDA icon
NVIDIA
NVDA
+$109M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.75M 0.08%
377,347
+321,218
227
$9.65M 0.08%
+48,843
228
$9.42M 0.08%
507,077
+348,127
229
$9.1M 0.08%
823,579
-110,283
230
$9.06M 0.08%
990,648
231
$9.06M 0.08%
+169,260
232
$9.05M 0.08%
333,437
+14,695
233
$9.04M 0.08%
205,347
-54,352
234
$8.98M 0.08%
52,200
235
$8.59M 0.07%
208,653
-403,840
236
$8.24M 0.07%
+290,157
237
$8.23M 0.07%
+252,509
238
$8.13M 0.07%
243,639
-299,940
239
$8.13M 0.07%
123,235
-827,880
240
$7.9M 0.07%
401,091
-116,575
241
$7.73M 0.07%
138,688
-159,322
242
$7.58M 0.07%
+980,068
243
$7.54M 0.06%
254,726
+29,686
244
$7.37M 0.06%
215,638
-1,714
245
$6.97M 0.06%
344,614
-12,790
246
$6.96M 0.06%
+82,356
247
$6.9M 0.06%
245,098
+192,072
248
$6.8M 0.06%
+184,391
249
$6.73M 0.06%
323,285
-247,348
250
$6.41M 0.06%
211,953
-114,189
8 9
10
11 12