JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$92.3M
2
+$80.7M
3
+$77.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$76.5M
5
ALLY icon
Ally Financial
ALLY
+$75.2M

Top Sells

1
+$98.7M
2
+$83.7M
3
+$82.4M
4
DASH icon
DoorDash
DASH
+$79.4M
5
FHN icon
First Horizon
FHN
+$66.8M

Sector Composition

1 Technology 24.13%
2 Financials 15.06%
3 Consumer Discretionary 11.44%
4 Healthcare 9.68%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$471K ﹤0.01%
+26,049
377
$460K ﹤0.01%
4,873
-3,250
378
$438K ﹤0.01%
5,936
-2,443
379
$407K ﹤0.01%
40,769
-14,433
380
$404K ﹤0.01%
3,412
-694,053
381
$398K ﹤0.01%
+3,202
382
$381K ﹤0.01%
+11,932
383
$369K ﹤0.01%
+950
384
$345K ﹤0.01%
+4,271
385
$332K ﹤0.01%
+38,247
386
$317K ﹤0.01%
+5,838
387
$306K ﹤0.01%
+4,352
388
$265K ﹤0.01%
+10,088
389
$247K ﹤0.01%
10,841
390
$236K ﹤0.01%
23,133
391
$234K ﹤0.01%
+6,796
392
$222K ﹤0.01%
1,368
-337
393
$216K ﹤0.01%
+885
394
$205K ﹤0.01%
+195
395
$130K ﹤0.01%
95,819
396
$112K ﹤0.01%
24,150
397
– –
-154,765
398
– –
-256,347
399
– –
-144,302
400
– –
-5,057
14 15
16
17 18