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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$83M
3 +$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1 +$115M
2 +$88.1M
3 +$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.34%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$546K 0.01%
+5,916
352
$546K 0.01%
20,173
-386,731
353
$534K 0.01%
12,399
354
$521K 0.01%
12,580
355
$506K ﹤0.01%
202,571
356
$495K ﹤0.01%
+71,775
357
$466K ﹤0.01%
26,169
358
$460K ﹤0.01%
11,891
-75,822
359
$443K ﹤0.01%
21,274
360
$431K ﹤0.01%
18,604
361
$426K ﹤0.01%
+3,571
362
$396K ﹤0.01%
+3,974
363
$390K ﹤0.01%
+1,570
364
$380K ﹤0.01%
+4,654
365
$368K ﹤0.01%
7,297
-248,973
366
$359K ﹤0.01%
+871
367
$344K ﹤0.01%
+3,076
368
$341K ﹤0.01%
2,599
-49,563
369
$322K ﹤0.01%
17,423
+7,335
370
$322K ﹤0.01%
1,561
-357,671
371
$307K ﹤0.01%
+1,783
372
$283K ﹤0.01%
+3,066
373
$267K ﹤0.01%
+1,441
374
$255K ﹤0.01%
+4,195
375
$255K ﹤0.01%
134,789
-97,430