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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.18M 0.05%
81,985
-7,875
277
$5.08M 0.05%
321,649
-174,302
278
$5.07M 0.05%
26,156
+18,731
279
$4.95M 0.05%
5,138
+3,475
280
$4.93M 0.05%
48,290
+33,390
281
$4.82M 0.05%
192,373
282
$4.82M 0.05%
128,008
-22,275
283
$4.8M 0.05%
+116,258
284
$4.77M 0.05%
+20,211
285
$4.75M 0.05%
+190,499
286
$4.75M 0.05%
87,010
287
$4.7M 0.05%
47,369
+25,965
288
$4.66M 0.05%
+48,128
289
$4.56M 0.05%
120,886
290
$4.53M 0.05%
+65,643
291
$4.5M 0.05%
342,651
292
$4.39M 0.05%
+180,000
293
$4.38M 0.05%
+128,674
294
$4.31M 0.05%
86,382
+46,116
295
$4.27M 0.05%
+79,748
296
$4.23M 0.04%
+164,617
297
$4.21M 0.04%
278,139
298
$4.17M 0.04%
42,230
+28,640
299
$4.17M 0.04%
98,859
300
$4.16M 0.04%
+12,160
10 11
12
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