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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.4M 0.01%
+47,982
327
$1.31M 0.01%
+12,375
328
$1.25M 0.01%
42,062
329
$1.23M 0.01%
13,296
+5,204
330
$1.22M 0.01%
103,304
-138,480
331
$1.11M 0.01%
259,972
332
$1.1M 0.01%
75,007
+54,710
333
$1.08M 0.01%
+276,677
334
$1.05M 0.01%
232,219
335
$1.05M 0.01%
15,400
336
$1.05M 0.01%
29,894
337
$957K 0.01%
43,779
+12,790
338
$933K 0.01%
60,961
+28,208
339
$908K 0.01%
23,110
-50,392
340
$905K 0.01%
158,497
-88,555
341
$877K 0.01%
17,801
-6,933
342
$865K 0.01%
114
343
$808K 0.01%
+6,144
344
$789K 0.01%
8,123
-2,072
345
$777K 0.01%
99,605
346
$734K 0.01%
+12,088
347
$728K 0.01%
+7,292
348
$723K 0.01%
26,169
349
$693K 0.01%
+141,525
350
$688K 0.01%
290,500
+56,400
12 13
14
15 16