JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$135M
3
+$131M
4
AIG icon
American International
AIG
+$123M
5
BBWI icon
Bath & Body Works
BBWI
+$93.2M

Top Sells

1
+$205M
2
+$120M
3
+$119M
4
NVDA icon
NVIDIA
NVDA
+$109M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$548K ﹤0.01%
+1,734
377
$532K ﹤0.01%
2,297
-290,801
378
$525K ﹤0.01%
+34,631
379
$524K ﹤0.01%
+9,873
380
$497K ﹤0.01%
691
-82,336
381
$494K ﹤0.01%
+17,169
382
$490K ﹤0.01%
4,610
+636
383
$464K ﹤0.01%
+26,894
384
$445K ﹤0.01%
8,936
-4,627
385
$386K ﹤0.01%
+1,619
386
$362K ﹤0.01%
+11,897
387
$353K ﹤0.01%
+12,218
388
$337K ﹤0.01%
19,522
-7,329
389
$337K ﹤0.01%
+27,468
390
$330K ﹤0.01%
1,900
-800
391
$306K ﹤0.01%
+18,541
392
$284K ﹤0.01%
+34,764
393
$277K ﹤0.01%
14,843
+3,656
394
$268K ﹤0.01%
+3,669
395
$259K ﹤0.01%
+1,503
396
$241K ﹤0.01%
28,992
+5,118
397
$231K ﹤0.01%
+4,833
398
$228K ﹤0.01%
+5,637
399
$226K ﹤0.01%
+9,544
400
$217K ﹤0.01%
546
-194
14 15
16
17 18