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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.31M 0.03%
+14,108
302
$2.31M 0.03%
4,091
+2,158
303
$2.29M 0.03%
47,157
304
$2.27M 0.03%
88,216
+2,415
305
$2.25M 0.02%
42,062
306
$2.25M 0.02%
40,600
-88,500
307
$2.25M 0.02%
50,023
308
$2.23M 0.02%
107,077
+46,863
309
$2.23M 0.02%
80,745
+38,863
310
$2.21M 0.02%
+34,333
311
$2.2M 0.02%
16,069
+1,561
312
$2.19M 0.02%
89,528
+8,865
313
$2.15M 0.02%
+17,608
314
$2.15M 0.02%
+31,291
315
$2.15M 0.02%
+84,794
316
$2.14M 0.02%
+58,344
317
$2.13M 0.02%
+14,026
318
$2.12M 0.02%
+90,544
319
$2.11M 0.02%
+43,094
320
$2.11M 0.02%
19,413
+969
321
$2.1M 0.02%
+36,751
322
$2.1M 0.02%
+28,008
323
$2.08M 0.02%
+30,815
324
$2.08M 0.02%
58,954
325
$2.06M 0.02%
26,585
11 12
13
14 15