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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.25M 0.04%
100,202
-56,500
277
$3.22M 0.04%
+35,127
278
$3.2M 0.04%
118,108
279
$3.05M 0.03%
+93,800
280
$3.04M 0.03%
168,985
+110,086
281
$3.03M 0.03%
+92,038
282
$2.95M 0.03%
9,770
+8,432
283
$2.92M 0.03%
61,288
-251,750
284
$2.83M 0.03%
60,995
285
$2.79M 0.03%
29,842
286
$2.77M 0.03%
+27,386
287
$2.77M 0.03%
100,106
288
$2.71M 0.03%
62,261
-130,407
289
$2.66M 0.03%
37,954
-13,620
290
$2.64M 0.03%
21,656
-88,983
291
$2.63M 0.03%
16,435
+3,242
292
$2.63M 0.03%
267,092
+83,038
293
$2.62M 0.03%
+60,264
294
$2.61M 0.03%
11,249
-80,701
295
$2.59M 0.03%
71,699
-12,285
296
$2.57M 0.03%
16,463
-172,795
297
$2.53M 0.03%
16,453
-36,555
298
$2.53M 0.03%
25,977
-2,569
299
$2.37M 0.03%
8,856
+7,309
300
$2.36M 0.03%
+50,000
10 11
12
13 14