JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$135M
3
+$131M
4
AIG icon
American International
AIG
+$123M
5
BBWI icon
Bath & Body Works
BBWI
+$93.2M

Top Sells

1
+$205M
2
+$120M
3
+$119M
4
NVDA icon
NVIDIA
NVDA
+$109M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.92M 0.02%
99,230
+15,900
327
$1.8M 0.02%
2,777
-18,637
328
$1.77M 0.02%
+22,262
329
$1.72M 0.01%
42,398
-2,367
330
$1.67M 0.01%
22,278
-1,496
331
$1.53M 0.01%
16,691
-284,139
332
$1.53M 0.01%
+5,304
333
$1.41M 0.01%
117,877
-16,047
334
$1.34M 0.01%
+17,654
335
$1.29M 0.01%
+114,878
336
$1.26M 0.01%
+14,822
337
$1.25M 0.01%
+89,783
338
$1.23M 0.01%
104,924
-17,642
339
$1.22M 0.01%
+25,495
340
$1.22M 0.01%
+52,544
341
$1.18M 0.01%
+8,117
342
$1.17M 0.01%
+18,667
343
$1.17M 0.01%
151,354
+37,133
344
$1.13M 0.01%
24,185
-10,934
345
$1.13M 0.01%
+1,706
346
$1.04M 0.01%
216,593
347
$1.01M 0.01%
69,715
-128,669
348
$1.01M 0.01%
+9,120
349
$1M 0.01%
+31,740
350
$1M 0.01%
20,849
+2,595
12 13
14
15 16