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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.93M 0.05%
408,719
+160,709
252
$4.91M 0.05%
+129,094
253
$4.91M 0.05%
+277,589
254
$4.9M 0.05%
79,163
-58,505
255
$4.82M 0.05%
43,799
256
$4.64M 0.05%
271,487
-130,635
257
$4.61M 0.05%
26,054
-148,174
258
$4.56M 0.05%
+41,554
259
$4.52M 0.05%
+106,864
260
$4.51M 0.05%
+22,965
261
$4.41M 0.05%
101,676
+92,722
262
$4.25M 0.05%
172,144
-6,399
263
$4.2M 0.05%
32,242
-10,485
264
$4.14M 0.05%
180,545
-326,678
265
$4.07M 0.05%
150,601
+97,064
266
$3.98M 0.04%
629,303
+447,683
267
$3.92M 0.04%
196,873
+29,849
268
$3.9M 0.04%
+180,182
269
$3.88M 0.04%
+99,760
270
$3.82M 0.04%
+207,604
271
$3.76M 0.04%
43,757
-35,856
272
$3.73M 0.04%
+53,730
273
$3.59M 0.04%
+21,088
274
$3.53M 0.04%
11,926
-13,295
275
$3.53M 0.04%
+136,583
9 10
11
12 13