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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.22M 0.01%
765,198
352
$1.22M 0.01%
74,046
353
$1.21M 0.01%
109,536
-2,607,844
354
$1.21M 0.01%
+13,164
355
$1.18M 0.01%
20,315
-72,768
356
$1.18M 0.01%
+16,004
357
$1.16M 0.01%
36,571
+15,508
358
$1.1M 0.01%
9,273
+1,500
359
$1.09M 0.01%
+9,176
360
$1.08M 0.01%
3,586
361
$1.07M 0.01%
18,244
362
$1.06M 0.01%
+32,478
363
$1.05M 0.01%
+222,369
364
$1.05M 0.01%
69,531
-12,225
365
$1.04M 0.01%
11,624
+1,274
366
$1.04M 0.01%
+130,219
367
$1.02M 0.01%
+49,793
368
$994K 0.01%
+34,322
369
$986K 0.01%
48,452
370
$984K 0.01%
9,962
+6,464
371
$948K 0.01%
446,951
372
$940K 0.01%
34,711
373
$932K 0.01%
18,049
374
$932K 0.01%
222,928
+195,786
375
$909K 0.01%
+17,515
13 14
15
16 17