JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.05M 0.03%
15,993
+1,896
352
$3.04M 0.03%
60,750
353
$3.02M 0.03%
+394,457
354
$3.01M 0.03%
+61,942
355
$2.91M 0.03%
82,508
356
$2.87M 0.03%
+135,599
357
$2.86M 0.03%
+19,912
358
$2.84M 0.03%
525,799
-288,734
359
$2.81M 0.03%
26,985
+20,620
360
$2.8M 0.03%
15,404
-3,225
361
$2.78M 0.03%
+108,348
362
$2.77M 0.03%
177,784
+156,191
363
$2.76M 0.03%
195,009
364
$2.75M 0.03%
+289,857
365
$2.58M 0.03%
+84,589
366
$2.56M 0.03%
+141,316
367
$2.55M 0.03%
+64,258
368
$2.54M 0.03%
+62,495
369
$2.53M 0.03%
+79,957
370
$2.51M 0.03%
+68,546
371
$2.47M 0.03%
24,449
+25
372
$2.43M 0.03%
+100,934
373
$2.39M 0.03%
+71,351
374
$2.37M 0.03%
79,600
+63,800
375
$2.36M 0.02%
34,100
+11,272
13 14
15
16 17