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
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$80.3M
3
+$77.4M
4
CAT icon
Caterpillar
CAT
+$70.8M
5
LNG icon
Cheniere Energy
LNG
+$70.7M

Top Sells

1
+$153M
2
+$135M
3
+$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.8M
5
VST icon
Vistra
VST
+$84.5M

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.32%
3 Financials 12.1%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.14M 0.05%
1,958,599
+92,234
252
$5.06M 0.05%
397,950
+26,445
253
$4.97M 0.05%
+21,613
254
$4.97M 0.05%
198,392
+5,002
255
$4.96M 0.05%
+304,444
256
$4.85M 0.05%
+87,974
257
$4.83M 0.05%
76,875
+62,865
258
$4.81M 0.05%
+276,631
259
$4.62M 0.04%
102,330
+66,387
260
$4.53M 0.04%
+33,891
261
$4.49M 0.04%
426,944
-68,638
262
$4.42M 0.04%
337,839
+266,070
263
$4.25M 0.04%
+519,149
264
$4.1M 0.04%
804,642
+700,812
265
$4.01M 0.04%
680,461
+432,158
266
$3.9M 0.04%
73,502
-1,155
267
$3.87M 0.04%
+79,978
268
$3.8M 0.04%
+276,052
269
$3.78M 0.04%
+588,500
270
$3.74M 0.04%
134,744
-33,589
271
$3.74M 0.04%
257,537
-39,476
272
$3.6M 0.03%
+63,440
273
$3.59M 0.03%
4,525,079
+692,878
274
$3.56M 0.03%
40,807
-2,366
275
$3.53M 0.03%
12,157
-14,028
9 10
11
12 13