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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$220K ﹤0.01%
+977
377
$217K ﹤0.01%
3,315
-921,909
378
$217K ﹤0.01%
10,841
379
$210K ﹤0.01%
+944
380
$207K ﹤0.01%
6,154
-56,605
381
$204K ﹤0.01%
+1,189
382
$203K ﹤0.01%
3,750
383
$200K ﹤0.01%
+5,057
384
$136K ﹤0.01%
95,819
385
$118K ﹤0.01%
24,150
-13,845
386
$112K ﹤0.01%
19,628
-543
387
$81.2K ﹤0.01%
73,845
388
– –
-15,710
389
– –
-96,999
390
– –
-339,627
391
– –
-1,019,578
392
– –
-176,515
393
– –
-6,733
394
– –
-99,521
395
– –
-15,784
396
– –
-53,078
397
– –
-804,642
398
– –
-22,874
399
– –
-3,365
400
– –
-164,647
14 15
16
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