JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$135M
3
+$131M
4
AIG icon
American International
AIG
+$123M
5
BBWI icon
Bath & Body Works
BBWI
+$93.2M

Top Sells

1
+$205M
2
+$120M
3
+$119M
4
NVDA icon
NVIDIA
NVDA
+$109M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1M 0.01%
14,325
352
$938K 0.01%
72,612
-79,811
353
$934K 0.01%
+16,502
354
$912K 0.01%
+55,113
355
$896K 0.01%
+47,358
356
$872K 0.01%
100,608
-779,802
357
$823K 0.01%
+6,331
358
$814K 0.01%
+19,980
359
$756K 0.01%
23,493
-17,950
360
$741K 0.01%
+192,339
361
$734K 0.01%
7,498
362
$721K 0.01%
66,844
-25,170
363
$714K 0.01%
147,870
364
$712K 0.01%
21,198
365
$711K 0.01%
+8,547
366
$694K 0.01%
7,656
-46,032
367
$684K 0.01%
+42,734
368
$677K 0.01%
+65,199
369
$642K 0.01%
+6,578
370
$616K 0.01%
+20,315
371
$602K 0.01%
+238,984
372
$601K 0.01%
35,700
-13,805
373
$598K 0.01%
+13,650
374
$553K ﹤0.01%
+5,836
375
$550K ﹤0.01%
+61,432
13 14
15
16 17