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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.91M 0.02%
+56,211
327
$1.83M 0.02%
228,733
+195,801
328
$1.82M 0.02%
+67,150
329
$1.66M 0.02%
186,008
+111,273
330
$1.64M 0.02%
+29,473
331
$1.63M 0.02%
24,628
-31,906
332
$1.62M 0.02%
168,194
+119,815
333
$1.58M 0.02%
+20,536
334
$1.55M 0.02%
11,047
-83,317
335
$1.55M 0.02%
+29,337
336
$1.53M 0.02%
+48,190
337
$1.5M 0.02%
232,219
338
$1.46M 0.02%
7,159
-78,090
339
$1.37M 0.02%
24,903
+2,819
340
$1.37M 0.02%
25,425
-52,432
341
$1.35M 0.02%
169,585
-98,138
342
$1.35M 0.01%
467,686
+446,734
343
$1.34M 0.01%
3,060
344
$1.34M 0.01%
8,746
-60,290
345
$1.31M 0.01%
30,454
346
$1.31M 0.01%
18,929
-17,619
347
$1.3M 0.01%
+26,609
348
$1.29M 0.01%
42,343
349
$1.26M 0.01%
+13,359
350
$1.26M 0.01%
+173,416
12 13
14
15 16