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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$770K 0.01%
4,490
+452
402
$769K 0.01%
+36,352
403
$752K 0.01%
+5,498
404
$748K 0.01%
15,621
405
$740K 0.01%
29,779
+11,084
406
$714K 0.01%
9,251
407
$707K 0.01%
14,800
+7,100
408
$706K 0.01%
+11,863
409
$705K 0.01%
+8,057
410
$698K 0.01%
10,700
-500
411
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23,089
-24,987
412
$677K 0.01%
+18,331
413
$676K 0.01%
+51,899
414
$670K 0.01%
79,046
+12,931
415
$665K 0.01%
+3,802
416
$664K 0.01%
2,983
-303,880
417
$637K 0.01%
109,140
418
$637K 0.01%
2,990
419
$633K 0.01%
11,825
+1,733
420
$633K 0.01%
3,151
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421
$627K 0.01%
4,169
+550
422
$626K 0.01%
+21,144
423
$612K 0.01%
+9,154
424
$611K 0.01%
3,700
-65,404
425
$607K 0.01%
103
+15
15 16
17
18 19