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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.02M 0.02%
22,255
+1,331
327
$2M 0.02%
+81,098
328
$1.99M 0.02%
36,655
+2,158
329
$1.95M 0.02%
79,789
+11,297
330
$1.93M 0.02%
40,159
+3,022
331
$1.93M 0.02%
32,425
+12,411
332
$1.91M 0.02%
284,055
-30,204
333
$1.9M 0.02%
22,149
+1,612
334
$1.88M 0.02%
364,631
-6,945,888
335
$1.84M 0.02%
7,239
-211,833
336
$1.83M 0.02%
342,973
-1,383,054
337
$1.82M 0.02%
50,002
+15,866
338
$1.79M 0.02%
37,815
+21,682
339
$1.78M 0.02%
+16,900
340
$1.77M 0.02%
+8,452
341
$1.74M 0.02%
+14,650
342
$1.7M 0.02%
5,000
-1,392
343
$1.68M 0.02%
26,128
+5,705
344
$1.68M 0.02%
+46,216
345
$1.68M 0.02%
+15,809
346
$1.67M 0.02%
37,549
-112,344
347
$1.66M 0.02%
+60,782
348
$1.66M 0.02%
+6,592
349
$1.62M 0.02%
29,555
-84,969
350
$1.62M 0.02%
5,041
-3,409
12 13
14
15 16