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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.52M 0.05%
414,565
252
$4.48M 0.05%
138,962
+46,924
253
$4.47M 0.05%
75,569
+62,198
254
$4.45M 0.05%
184,283
-8,748
255
$4.35M 0.05%
+201,581
256
$4.29M 0.05%
43,615
-119,218
257
$4.29M 0.05%
+385,524
258
$4.28M 0.05%
116,165
+78,211
259
$4.22M 0.05%
+107,217
260
$4.18M 0.05%
53,619
+38,170
261
$4.14M 0.05%
+283,692
262
$4.12M 0.05%
990,854
+31,719
263
$4.11M 0.05%
+30,000
264
$4.1M 0.05%
+163,452
265
$4.08M 0.05%
140,612
+30,357
266
$3.77M 0.04%
+27,530
267
$3.71M 0.04%
+44,114
268
$3.7M 0.04%
78,617
-28,496
269
$3.7M 0.04%
141,063
+107,752
270
$3.69M 0.04%
46,646
+43,975
271
$3.67M 0.04%
17,851
-140,741
272
$3.59M 0.04%
80,314
+71,683
273
$3.56M 0.04%
57,332
+11,115
274
$3.49M 0.04%
+320,838
275
$3.46M 0.04%
+115,613
9 10
11
12 13