JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.57M 0.04%
16,612
+11,306
327
$3.56M 0.04%
87,150
-68,322
328
$3.56M 0.04%
+37,000
329
$3.55M 0.04%
+14,084
330
$3.51M 0.04%
+176,800
331
$3.5M 0.04%
+87,786
332
$3.48M 0.04%
+83,083
333
$3.48M 0.04%
19,053
+6,000
334
$3.48M 0.04%
+49,618
335
$3.46M 0.04%
+137,775
336
$3.45M 0.04%
+118,103
337
$3.44M 0.04%
+89,709
338
$3.44M 0.04%
324,500
339
$3.43M 0.04%
9,852
+7,527
340
$3.41M 0.04%
915,000
+200,000
341
$3.4M 0.04%
+358,578
342
$3.37M 0.04%
117,963
-30,165
343
$3.32M 0.04%
20,087
+12,628
344
$3.26M 0.03%
78,709
345
$3.18M 0.03%
158,194
346
$3.18M 0.03%
+226,944
347
$3.14M 0.03%
+162,820
348
$3.09M 0.03%
+16,037
349
$3.09M 0.03%
12,730
+4,811
350
$3.06M 0.03%
16,135
-3,882
12 13
14
15 16