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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$83M
3
+$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1
+$115M
2
+$88.1M
3
+$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.34%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.21M 0.03%
+75,894
302
$3.09M 0.03%
+32,657
303
$2.97M 0.03%
268,827
+116,328
304
$2.94M 0.03%
68,196
-43,243
305
$2.83M 0.03%
+38,390
306
$2.77M 0.03%
3,181
-1,227
307
$2.77M 0.03%
123,051
+61,270
308
$2.73M 0.03%
+45,111
309
$2.68M 0.03%
+50,949
310
$2.54M 0.02%
311
-77
311
$2.37M 0.02%
+11,668
312
$2.33M 0.02%
+12,052
313
$2.22M 0.02%
20,285
+16,193
314
$2.22M 0.02%
+31,998
315
$2.16M 0.02%
+20,015
316
$2.15M 0.02%
15,702
-26,566
317
$2.09M 0.02%
49,380
-186,440
318
$2.08M 0.02%
+26,323
319
$1.95M 0.02%
297,174
320
$1.81M 0.02%
194,866
-484,050
321
$1.77M 0.02%
35,158
-62,694
322
$1.65M 0.02%
73,174
-450
323
$1.64M 0.02%
+79,192
324
$1.62M 0.02%
+18,487
325
$1.46M 0.01%
+274,453
11 12
13
14 15