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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.66M 0.02%
+49,573
402
$1.6M 0.02%
38,000
403
$1.6M 0.02%
30,298
-632,846
404
$1.6M 0.02%
74,394
-53,130
405
$1.56M 0.02%
+14,103
406
$1.54M 0.02%
+160,784
407
$1.51M 0.02%
+44,393
408
$1.49M 0.02%
+10,848
409
$1.49M 0.02%
+45,584
410
$1.48M 0.02%
+1,437
411
$1.47M 0.02%
+14,195
412
$1.42M 0.02%
+6,650
413
$1.39M 0.01%
+16,843
414
$1.37M 0.01%
157,350
-33,000
415
$1.34M 0.01%
+79,946
416
$1.31M 0.01%
7,991
-2,687
417
$1.29M 0.01%
+118,266
418
$1.26M 0.01%
+105,574
419
$1.26M 0.01%
+30,769
420
$1.24M 0.01%
+57,532
421
$1.22M 0.01%
+6,809
422
$1.19M 0.01%
10,218
+918
423
$1.19M 0.01%
12,457
+9,086
424
$1.18M 0.01%
+25,197
425
$1.16M 0.01%
+137,625
15 16
17
18 19