JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1 +$97.4M
2 +$85.3M
3 +$77.3M
4
QCOM icon
Qualcomm
QCOM
+$70.7M
5
LNG icon
Cheniere Energy
LNG
+$70.5M

Top Sells

1 +$155M
2 +$132M
3 +$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$84.2M
5
META icon
Meta Platforms (Facebook)
META
+$77.6M

Sector Composition

1 Technology 26.15%
2 Consumer Discretionary 13.32%
3 Financials 12.3%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$2.28M 0.02%
+26,347
302
$2.26M 0.02%
63,243
303
$2.25M 0.02%
69,524
304
$2.23M 0.02%
13,719
-4,113
305
$2.15M 0.02%
+128,468
306
$2.08M 0.02%
+16,751
307
$2.06M 0.02%
62,759
+2,117
308
$2.03M 0.02%
+21,927
309
$1.95M 0.02%
+21,057
310
$1.88M 0.02%
+15,784
311
$1.81M 0.02%
11,351
312
$1.77M 0.02%
247,285
-163,198
313
$1.74M 0.02%
+96,999
314
$1.71M 0.02%
3,271
-51,996
315
$1.69M 0.02%
7,192
-320,045
316
$1.64M 0.02%
+30,500
317
$1.6M 0.02%
+259,972
318
$1.55M 0.01%
+29,312
319
$1.51M 0.01%
+8,989
320
$1.51M 0.01%
+43,472
321
$1.49M 0.01%
22,874
-22,742
322
$1.47M 0.01%
9,176
323
$1.4M 0.01%
232,219
324
$1.4M 0.01%
+7,224
325
$1.4M 0.01%
+14,440