JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.64M 0.07%
58,116
+47,319
252
$6.55M 0.07%
+87,369
253
$6.5M 0.07%
+74,451
254
$6.47M 0.07%
30,258
+72
255
$6.42M 0.07%
353,498
256
$6.28M 0.07%
+294,706
257
$6.21M 0.07%
+125,494
258
$6.17M 0.07%
+28,995
259
$6.14M 0.06%
792,096
260
$6.06M 0.06%
251,724
+1,409
261
$5.92M 0.06%
+109,198
262
$5.79M 0.06%
254,444
263
$5.79M 0.06%
+288,103
264
$5.71M 0.06%
68,745
+19,007
265
$5.67M 0.06%
139,080
+31,326
266
$5.67M 0.06%
+53,517
267
$5.66M 0.06%
+83,784
268
$5.62M 0.06%
+1,377
269
$5.6M 0.06%
+73,747
270
$5.44M 0.06%
122,174
+75,042
271
$5.38M 0.06%
+18,980
272
$5.35M 0.06%
+824,556
273
$5.33M 0.06%
93,517
274
$5.3M 0.06%
+296,310
275
$5.22M 0.06%
+136,517
9 10
11
12 13