JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.31M 0.02%
18,517
+11,086
377
$2.26M 0.02%
+30,641
378
$2.25M 0.02%
+10,274
379
$2.21M 0.02%
+22,793
380
$2.2M 0.02%
+71,740
381
$2.1M 0.02%
+464,400
382
$2.1M 0.02%
+84,530
383
$2.09M 0.02%
+26,411
384
$2.09M 0.02%
+128,092
385
$2.06M 0.02%
219,559
386
$1.99M 0.02%
139,032
-281,084
387
$1.94M 0.02%
+170,489
388
$1.93M 0.02%
5,234
+1,009
389
$1.9M 0.02%
9,492
+469
390
$1.89M 0.02%
+200,075
391
$1.86M 0.02%
11,435
+2,075
392
$1.83M 0.02%
+33,437
393
$1.83M 0.02%
12,629
+436
394
$1.82M 0.02%
+1,507,132
395
$1.8M 0.02%
12,067
+1,248
396
$1.78M 0.02%
+35,355
397
$1.78M 0.02%
7,665
+606
398
$1.77M 0.02%
+43,532
399
$1.73M 0.02%
+18,261
400
$1.68M 0.02%
+43,647
14 15
16
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