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
276
$3.53M 0.03%
+69,503
277
$3.39M 0.03%
+99,577
278
$3.38M 0.03%
4,408
+146
279
$3.26M 0.03%
+326,677
280
$3.25M 0.03%
+187,268
281
$3.23M 0.03%
+105,200
282
$3.22M 0.03%
+116,089
283
$3.2M 0.03%
531,309
-97,994
284
$3.2M 0.03%
103,993
-198,761
285
$3.2M 0.03%
+521,014
286
$3.19M 0.03%
16,730
-9,514
287
$3.18M 0.03%
181,143
-553
288
$3.1M 0.03%
205,137
-28,996
289
$3.08M 0.03%
7,234
-5,615
290
$3.02M 0.03%
46,285
-17,732
291
$2.99M 0.03%
166,525
+10,624
292
$2.97M 0.03%
+21,561
293
$2.91M 0.03%
57,570
294
$2.9M 0.03%
+285,884
295
$2.89M 0.03%
57,833
-3,094
296
$2.88M 0.03%
+241,784
297
$2.83M 0.03%
24,080
-6,108
298
$2.76M 0.03%
176,515
-250,148
299
$2.67M 0.03%
+31,817
300
$2.45M 0.02%
78,812
-25,092
10 11
12
13 14