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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$640K 0.01%
+18,285
402
$637K 0.01%
14,101
-1,520
403
$628K 0.01%
2,990
404
$566K 0.01%
+6,829
405
$564K 0.01%
+9,400
406
$553K 0.01%
4,169
407
$543K 0.01%
9,739
+5,067
408
$526K 0.01%
20,251
+1,693
409
$525K 0.01%
2,101
+38
410
$518K 0.01%
+16,051
411
$500K 0.01%
+39,487
412
$499K 0.01%
+13,898
413
$493K 0.01%
18,000
-66,900
414
$478K 0.01%
2,379
+753
415
$478K 0.01%
8,446
416
$472K 0.01%
3,588
-442
417
$471K 0.01%
6,471
-6,697
418
$466K 0.01%
1,313
-161
419
$437K 0.01%
10,052
-51,236
420
$427K 0.01%
6,422
421
$414K ﹤0.01%
3,864
+261
422
$405K ﹤0.01%
40,295
423
$392K ﹤0.01%
9,716
424
$390K ﹤0.01%
7,722
+2,445
425
$383K ﹤0.01%
2,566
+812
15 16
17
18 19