JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$135M
3
+$131M
4
AIG icon
American International
AIG
+$123M
5
BBWI icon
Bath & Body Works
BBWI
+$93.2M

Top Sells

1
+$205M
2
+$120M
3
+$119M
4
NVDA icon
NVIDIA
NVDA
+$109M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.06M 0.03%
271,128
+221,158
277
$4.04M 0.03%
33,125
-284,025
278
$4M 0.03%
+314,868
279
$3.99M 0.03%
12,834
-3,303
280
$3.99M 0.03%
17,914
+9,445
281
$3.94M 0.03%
20,520
-4,915
282
$3.91M 0.03%
+58,074
283
$3.87M 0.03%
+238,084
284
$3.84M 0.03%
+431,677
285
$3.83M 0.03%
35,801
+30,030
286
$3.81M 0.03%
+11,297
287
$3.67M 0.03%
210,170
+36,086
288
$3.57M 0.03%
+586,269
289
$3.54M 0.03%
26,642
+22,057
290
$3.53M 0.03%
+324,022
291
$3.48M 0.03%
+51,661
292
$3.28M 0.03%
+181,441
293
$3.18M 0.03%
+61,000
294
$3.17M 0.03%
+44,683
295
$3.17M 0.03%
39,110
-32,720
296
$3.15M 0.03%
+24,259
297
$3.14M 0.03%
402,315
+11,591
298
$3.12M 0.03%
+28,997
299
$3.11M 0.03%
+200,702
300
$3.06M 0.03%
344,462
-6,102
10 11
12
13 14