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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.6M 0.06%
211,797
-64,240
252
$6.54M 0.06%
+37,135
253
$6.34M 0.06%
123,863
-857,953
254
$6.18M 0.06%
219,187
+175,715
255
$6.09M 0.06%
104,979
256
$6M 0.06%
209,097
+10,705
257
$5.89M 0.06%
+55,941
258
$5.87M 0.06%
+34,065
259
$5.68M 0.05%
529,195
+470,394
260
$5.58M 0.05%
101,666
-686,927
261
$5.4M 0.05%
154,149
262
$5.39M 0.05%
441,846
+43,896
263
$5.33M 0.05%
153,763
-106,950
264
$5.17M 0.05%
47,343
+34,854
265
$5.15M 0.05%
618,316
+97,302
266
$5.09M 0.05%
+284,035
267
$4.96M 0.05%
343,992
+39,548
268
$4.95M 0.05%
12,129
-34,112
269
$4.93M 0.05%
163,241
-377,555
270
$4.91M 0.05%
41,385
-44,321
271
$4.83M 0.05%
372,350
+34,511
272
$4.81M 0.05%
344,380
+68,328
273
$4.77M 0.05%
+361,637
274
$4.76M 0.05%
205,519
+170,348
275
$4.66M 0.04%
150,704
+3,693
9 10
11
12 13