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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.23M 0.01%
9,165
+4,486
377
$1.18M 0.01%
172,802
378
$1.18M 0.01%
66,815
+24,645
379
$1.14M 0.01%
3,437
-21,601
380
$1.14M 0.01%
13,168
381
$1.06M 0.01%
+23,570
382
$1.05M 0.01%
+200,822
383
$1.03M 0.01%
9,555
+5,416
384
$1.02M 0.01%
9,146
+5,312
385
$1.02M 0.01%
+29,495
386
$1.01M 0.01%
59,829
+9,781
387
$988K 0.01%
26,490
+15,542
388
$981K 0.01%
9,391
-3,727
389
$967K 0.01%
4,229
+345
390
$956K 0.01%
6,135
-45,186
391
$948K 0.01%
31,778
-6,054
392
$886K 0.01%
30,523
-84,509
393
$864K 0.01%
+62,704
394
$858K 0.01%
5,700
-71,316
395
$856K 0.01%
+4,062
396
$820K 0.01%
+47,152
397
$799K 0.01%
+44,600
398
$797K 0.01%
33,311
+24,509
399
$794K 0.01%
51,247
400
$775K 0.01%
+18,311
14 15
16
17 18