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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$83.6M
3 +$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1 +$116M
2 +$100M
3 +$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$2.83M 0.03%
213,503
-44,034
302
$2.8M 0.03%
26,407
+14,653
303
$2.78M 0.03%
+73,036
304
$2.68M 0.03%
285,884
305
$2.62M 0.02%
231,140
-1,074,984
306
$2.53M 0.02%
31,109
-708
307
$2.36M 0.02%
13,632
-3,098
308
$2.34M 0.02%
43,806
+14,494
309
$2.23M 0.02%
+34,957
310
$2.12M 0.02%
+8,797
311
$2.08M 0.02%
+14,861
312
$2.05M 0.02%
+110,050
313
$2.03M 0.02%
216,519
-320,389
314
$2M 0.02%
+22,359
315
$1.98M 0.02%
+41,654
316
$1.94M 0.02%
+41,405
317
$1.9M 0.02%
11,351
318
$1.86M 0.02%
+162,011
319
$1.82M 0.02%
4,741
+589
320
$1.81M 0.02%
68,331
+30,934
321
$1.75M 0.02%
30,532
-97,250
322
$1.61M 0.02%
247,285
323
$1.55M 0.01%
+15,776
324
$1.55M 0.01%
19,677
+15,738
325
$1.54M 0.01%
+39,941