JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$135M
3
+$131M
4
AIG icon
American International
AIG
+$123M
5
BBWI icon
Bath & Body Works
BBWI
+$93.2M

Top Sells

1
+$205M
2
+$120M
3
+$119M
4
NVDA icon
NVIDIA
NVDA
+$109M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.02M 0.03%
2,567
-546
302
$2.91M 0.03%
+22,000
303
$2.86M 0.02%
27,018
304
$2.66M 0.02%
9,650
-19,110
305
$2.6M 0.02%
850,884
-88,706
306
$2.51M 0.02%
+82,354
307
$2.51M 0.02%
83,799
308
$2.51M 0.02%
162,463
-23,852
309
$2.5M 0.02%
+56,844
310
$2.47M 0.02%
+247,274
311
$2.46M 0.02%
286,452
+16,581
312
$2.42M 0.02%
74,665
+25,349
313
$2.34M 0.02%
139,056
+9,248
314
$2.34M 0.02%
23,649
-42,323
315
$2.28M 0.02%
170,659
+55,508
316
$2.2M 0.02%
+52,433
317
$2.11M 0.02%
+29,672
318
$2.1M 0.02%
+199,385
319
$2.08M 0.02%
20,173
-18,513
320
$2.04M 0.02%
9,484
-900
321
$2.01M 0.02%
10,629
-89,679
322
$1.98M 0.02%
247
-64
323
$1.98M 0.02%
+98,712
324
$1.97M 0.02%
+26,620
325
$1.95M 0.02%
20,193
-32,145
11 12
13
14 15