JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1 +$97.4M
2 +$85.3M
3 +$77.3M
4
QCOM icon
Qualcomm
QCOM
+$70.7M
5
LNG icon
Cheniere Energy
LNG
+$70.5M

Top Sells

1 +$155M
2 +$132M
3 +$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$84.2M
5
META icon
Meta Platforms (Facebook)
META
+$77.6M

Sector Composition

1 Technology 26.15%
2 Consumer Discretionary 13.32%
3 Financials 12.3%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1.38M 0.01%
87,543
327
$1.33M 0.01%
4,152
-4,869
328
$1.3M 0.01%
26,593
-58,275
329
$1.29M 0.01%
+12,489
330
$1.25M 0.01%
+27,754
331
$1.24M 0.01%
247,052
+43,366
332
$1.22M 0.01%
+11,754
333
$1.22M 0.01%
+6,733
334
$1.19M 0.01%
42,062
335
$1.15M 0.01%
4,381
336
$1.1M 0.01%
46,889
337
$1.08M 0.01%
10,195
338
$1.06M 0.01%
53,078
-97,431
339
$1.05M 0.01%
84,183
-61,399
340
$1.04M 0.01%
29,894
-86,070
341
$988K 0.01%
+234,100
342
$939K 0.01%
+8,092
343
$926K 0.01%
37,397
344
$923K 0.01%
+114
345
$918K 0.01%
765,198
346
$885K 0.01%
+69,951
347
$860K 0.01%
+75,379
348
$849K 0.01%
24,734
349
$846K 0.01%
+35,171
350
$810K 0.01%
+7,720