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
351
$674K 0.01%
+21,993
352
$590K 0.01%
+8,379
353
$547K 0.01%
55,202
354
$519K ﹤0.01%
9,240
-258,029
355
$500K ﹤0.01%
12,594
356
$485K ﹤0.01%
21,274
357
$479K ﹤0.01%
12,580
358
$475K ﹤0.01%
+31,197
359
$460K ﹤0.01%
3,726
360
$452K ﹤0.01%
18,177
+6,083
361
$445K ﹤0.01%
33,721
-13,168
362
$408K ﹤0.01%
+5,410
363
$383K ﹤0.01%
7,718
364
$375K ﹤0.01%
+3,029
365
$373K ﹤0.01%
+11,200
366
$364K ﹤0.01%
+818
367
$343K ﹤0.01%
23,133
368
$328K ﹤0.01%
+5,452
369
$305K ﹤0.01%
866
370
$302K ﹤0.01%
13,934
371
$291K ﹤0.01%
47,511
-1,569,797
372
$289K ﹤0.01%
29,701
-296,976
373
$274K ﹤0.01%
585
-90,194
374
$249K ﹤0.01%
1,705
-2,835
375
$236K ﹤0.01%
3,600
-96,400
13 14
15
16 17