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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$462K 0.01%
+29,789
402
$454K 0.01%
+32,336
403
$452K 0.01%
+32,340
404
$447K 0.01%
+4,985
405
$447K ﹤0.01%
119
406
$446K ﹤0.01%
+7,416
407
$439K ﹤0.01%
+8,162
408
$426K ﹤0.01%
22,031
+3,945
409
$423K ﹤0.01%
58,333
+46,049
410
$382K ﹤0.01%
+11,234
411
$378K ﹤0.01%
+3,023
412
$371K ﹤0.01%
3,697
413
$354K ﹤0.01%
+11,744
414
$352K ﹤0.01%
103,410
415
$345K ﹤0.01%
5,755
416
$336K ﹤0.01%
30,706
-18,215
417
$323K ﹤0.01%
866
418
$292K ﹤0.01%
+3,365
419
$290K ﹤0.01%
+18,592
420
$289K ﹤0.01%
3,668
-33,959
421
$280K ﹤0.01%
14,156
-2,284
422
$265K ﹤0.01%
36,667
423
$263K ﹤0.01%
147,537
424
$259K ﹤0.01%
29,009
425
$246K ﹤0.01%
4,132
-1,547
15 16
17
18 19