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
276
$3.5M 0.04%
524,079
+207,277
277
$3.42M 0.04%
161,753
+84,690
278
$3.41M 0.04%
+33,359
279
$3.4M 0.04%
+73,589
280
$3.27M 0.04%
12,839
281
$3.22M 0.04%
+316,243
282
$3.21M 0.04%
141,958
283
$3.2M 0.04%
+174,409
284
$3.18M 0.04%
42,485
+33,766
285
$3.18M 0.04%
15,683
-18,347
286
$3.14M 0.03%
+314,057
287
$3.11M 0.03%
41,714
-79,839
288
$3.08M 0.03%
+70,187
289
$3.03M 0.03%
149,983
+105,100
290
$3.01M 0.03%
474,724
+427,860
291
$2.95M 0.03%
64,012
-126,041
292
$2.89M 0.03%
+107,863
293
$2.87M 0.03%
152,610
+104,831
294
$2.86M 0.03%
96,184
+77,723
295
$2.84M 0.03%
44,815
-30,622
296
$2.81M 0.03%
+21,841
297
$2.8M 0.03%
84,211
298
$2.77M 0.03%
26,586
299
$2.76M 0.03%
101,856
-61,344
300
$2.76M 0.03%
4,736
10 11
12
13 14