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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.13M 0.06%
10,168
-120,345
252
$5.13M 0.06%
12,509
+675
253
$5.07M 0.06%
+100,851
254
$5.01M 0.06%
422,000
+126,926
255
$4.99M 0.05%
+396,374
256
$4.98M 0.05%
24,064
-2,360
257
$4.91M 0.05%
52,969
-9,038
258
$4.75M 0.05%
156,000
-26,500
259
$4.7M 0.05%
193,031
-17,225
260
$4.66M 0.05%
959,135
+114,500
261
$4.65M 0.05%
238,526
-3,413
262
$4.64M 0.05%
+25,665
263
$4.5M 0.05%
110,255
+13,684
264
$4.41M 0.05%
203,229
+38,627
265
$4.38M 0.05%
148,350
+46,696
266
$4.09M 0.04%
182,805
-878,305
267
$3.96M 0.04%
+36,153
268
$3.86M 0.04%
61,385
+46,526
269
$3.85M 0.04%
+51,484
270
$3.82M 0.04%
788,416
+224,398
271
$3.59M 0.04%
+46,217
272
$3.52M 0.04%
45,131
+1,692
273
$3.5M 0.04%
414,565
+269,188
274
$3.46M 0.04%
94,800
275
$3.41M 0.04%
+12,656
9 10
11
12 13