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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$83M
3
+$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1
+$115M
2
+$88.1M
3
+$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.34%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$253K ﹤0.01%
+20,289
377
$229K ﹤0.01%
13,198
-1,747,198
378
$207K ﹤0.01%
922
-4,153
379
$187K ﹤0.01%
+22,057
380
$158K ﹤0.01%
+24,495
381
$149K ﹤0.01%
+10,006
382
$105K ﹤0.01%
+11,328
383
$104K ﹤0.01%
24,150
384
– –
-47,789
385
– –
-4,847
386
– –
-1,632,244
387
– –
-173,436
388
– –
-168,769
389
– –
-38,247
390
– –
-1,378,191
391
– –
-4,396
392
– –
-468,131
393
– –
-4,558
394
– –
-88,837
395
– –
-154,930
396
– –
-84,025
397
– –
-34,429
398
– –
-1,137,715
399
– –
-21,762
400
– –
-285,379
14 15
16
17 18