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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$893K 0.01%
+40,202
377
$892K 0.01%
42,062
-176,442
378
$872K 0.01%
48,567
379
$822K 0.01%
326,250
+21,783
380
$817K 0.01%
+32,535
381
$810K 0.01%
48,522
+19,784
382
$791K 0.01%
62,160
+18,021
383
$782K 0.01%
+13,873
384
$777K 0.01%
26,169
385
$760K 0.01%
40,234
-2,159
386
$736K 0.01%
21,638
387
$696K 0.01%
5,374
388
$693K 0.01%
61,469
389
$691K 0.01%
+14,940
390
$625K 0.01%
+18,110
391
$603K 0.01%
13,256
392
$591K 0.01%
+29,051
393
$572K 0.01%
52,215
-140,870
394
$558K 0.01%
+20,549
395
$528K 0.01%
57,877
+40,560
396
$520K 0.01%
+58,801
397
$519K 0.01%
+18,140
398
$514K 0.01%
+25,816
399
$501K 0.01%
24,734
-46,881
400
$473K 0.01%
11,686
-44,517
14 15
16
17 18