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
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$80.3M
3
+$77.4M
4
CAT icon
Caterpillar
CAT
+$70.8M
5
LNG icon
Cheniere Energy
LNG
+$70.7M

Top Sells

1
+$153M
2
+$135M
3
+$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.8M
5
VST icon
Vistra
VST
+$84.5M

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.32%
3 Financials 12.1%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$313K ﹤0.01%
866
377
$309K ﹤0.01%
13,934
378
$301K ﹤0.01%
+541
379
$298K ﹤0.01%
42,047
380
$293K ﹤0.01%
+2,741
381
$278K ﹤0.01%
2,910
-427,300
382
$267K ﹤0.01%
9,031
383
$267K ﹤0.01%
+12,094
384
$246K ﹤0.01%
37,900
+26,142
385
$243K ﹤0.01%
3,365
386
$222K ﹤0.01%
34,558
+3,536
387
$221K ﹤0.01%
+25,193
388
$214K ﹤0.01%
+11,758
389
$214K ﹤0.01%
+95,819
390
$212K ﹤0.01%
3,750
391
$209K ﹤0.01%
2,445
-9,095
392
$202K ﹤0.01%
+10,841
393
$162K ﹤0.01%
11,482
-14,552
394
$141K ﹤0.01%
37,995
395
$115K ﹤0.01%
73,845
396
$88.1K ﹤0.01%
+15,710
397
$83.9K ﹤0.01%
20,171
398
– –
-245,157
399
– –
-139,074
400
– –
-48,919
14 15
16
17 18