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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.45M 0.03%
100,844
+87,704
302
$2.43M 0.03%
+196,216
303
$2.42M 0.03%
96,802
-21,306
304
$2.36M 0.03%
48,694
+24,805
305
$2.35M 0.03%
5,374
+4,621
306
$2.32M 0.03%
190,485
+138,586
307
$2.28M 0.03%
16,486
-93,286
308
$2.27M 0.03%
26,128
309
$2.24M 0.03%
+232,442
310
$2.22M 0.03%
47,157
311
$2.21M 0.03%
+24,462
312
$2.1M 0.03%
+18,982
313
$2.09M 0.02%
14,335
-371,408
314
$2.08M 0.02%
36,195
-430,812
315
$2.04M 0.02%
86,216
-2,000
316
$2.02M 0.02%
82,300
-231,500
317
$1.99M 0.02%
42,062
318
$1.97M 0.02%
+4,749
319
$1.95M 0.02%
31,795
-5,754
320
$1.95M 0.02%
270,540
+122,943
321
$1.92M 0.02%
9,067
-2,182
322
$1.9M 0.02%
+30,256
323
$1.89M 0.02%
+4,748
324
$1.85M 0.02%
69,750
-485,139
325
$1.85M 0.02%
+358,652
11 12
13
14 15