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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.76M 0.03%
+139,660
302
$2.76M 0.03%
161,204
+7,955
303
$2.75M 0.03%
431,025
+12,177
304
$2.72M 0.03%
+152,832
305
$2.72M 0.03%
+57,497
306
$2.7M 0.03%
47,460
307
$2.65M 0.03%
+118,200
308
$2.6M 0.03%
75,493
+59,150
309
$2.6M 0.03%
17,832
-238
310
$2.59M 0.03%
+36,376
311
$2.58M 0.03%
84,781
+48,268
312
$2.55M 0.03%
2,365,118
313
$2.42M 0.03%
21,385
314
$2.32M 0.03%
27,944
+4,779
315
$2.26M 0.03%
+17,786
316
$2.26M 0.03%
85,485
-21,530
317
$2.25M 0.02%
284,405
-55,383
318
$2.25M 0.02%
+16,279
319
$2.18M 0.02%
627,253
-31,456
320
$2.18M 0.02%
33,292
-122,834
321
$2.08M 0.02%
+26,975
322
$1.97M 0.02%
48,823
-6,640
323
$1.97M 0.02%
44,441
-81,479
324
$1.94M 0.02%
205,668
-2,617,340
325
$1.93M 0.02%
24,652
-59,303
11 12
13
14 15