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
276
$4.61M 0.04%
102,492
+162
277
$4.54M 0.04%
640,828
+52,328
278
$4.46M 0.04%
+23,652
279
$4.41M 0.04%
+240,100
280
$4.27M 0.04%
111,887
+48,644
281
$4.12M 0.04%
+383,259
282
$4.03M 0.04%
276,631
283
$3.97M 0.04%
159,496
-777,588
284
$3.87M 0.04%
147,149
-4,399,820
285
$3.75M 0.04%
1,397,613
-560,986
286
$3.68M 0.03%
73,010
-6,968
287
$3.66M 0.03%
49,433
-56,018
288
$3.63M 0.03%
426,944
289
$3.51M 0.03%
+6,806
290
$3.49M 0.03%
73,371
+15,538
291
$3.42M 0.03%
+329,081
292
$3.12M 0.03%
145,883
-35,260
293
$3.12M 0.03%
1,067,079
+386,618
294
$3.09M 0.03%
42,268
-15,302
295
$3.08M 0.03%
4,408
296
$3.06M 0.03%
109,435
-6,654
297
$2.99M 0.03%
+158,167
298
$2.97M 0.03%
37,735
-3,072
299
$2.88M 0.03%
+104,108
300
$2.86M 0.03%
18,787
-59,727
10 11
12
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