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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.61M 0.02%
+208,668
352
$1.59M 0.02%
41,526
+2,083
353
$1.59M 0.02%
49,299
+10,763
354
$1.56M 0.02%
+124,125
355
$1.56M 0.02%
7,116
-3,785
356
$1.54M 0.02%
10,890
-3,229
357
$1.52M 0.02%
5,374
358
$1.51M 0.02%
94,000
-12,300
359
$1.51M 0.02%
+276,806
360
$1.47M 0.02%
11,418
+818
361
$1.46M 0.02%
60,638
+30,788
362
$1.46M 0.02%
+55,340
363
$1.45M 0.02%
15,449
+5,857
364
$1.45M 0.02%
16,482
+1,017
365
$1.43M 0.02%
169,931
366
$1.43M 0.02%
+2,420
367
$1.37M 0.02%
5,503
368
$1.36M 0.02%
84,408
369
$1.33M 0.01%
147,597
+124,753
370
$1.33M 0.01%
30,671
371
$1.3M 0.01%
22,417
-1,318
372
$1.3M 0.01%
22,927
+1,709
373
$1.3M 0.01%
+23,889
374
$1.29M 0.01%
51,447
375
$1.25M 0.01%
24,030
-69,469
13 14
15
16 17