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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.15M 0.04%
65,186
+42,630
302
$4.14M 0.04%
45,810
303
$4.14M 0.04%
+391,065
304
$4.11M 0.04%
646,529
-69,023
305
$4.06M 0.04%
95,000
306
$4.03M 0.04%
26,138
-30,782
307
$4.01M 0.04%
+38,000
308
$3.85M 0.04%
+9,801
309
$3.85M 0.04%
11,763
+6,907
310
$3.75M 0.04%
+59,476
311
$3.73M 0.04%
+108,653
312
$3.7M 0.04%
+351,755
313
$3.69M 0.04%
3,789
314
$3.66M 0.04%
+200,000
315
$3.65M 0.04%
+451,580
316
$3.64M 0.04%
+47,000
317
$3.63M 0.04%
+256,800
318
$3.61M 0.04%
467,935
+80,000
319
$3.61M 0.04%
252,016
+50,000
320
$3.6M 0.04%
+13,113
321
$3.6M 0.04%
48,234
322
$3.6M 0.04%
128,405
+1,162
323
$3.59M 0.04%
+44,920
324
$3.58M 0.04%
+23,263
325
$3.58M 0.04%
+38,926
11 12
13
14 15