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
$10.1B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$64M
3
+$60.8M
4
PEG icon
Public Service Enterprise Group
PEG
+$50.8M
5
LOGI icon
Logitech
LOGI
+$48.6M

Top Sells

1
+$154M
2
+$86.8M
3
+$79.2M
4
KD icon
Kyndryl
KD
+$78M
5
BLDR icon
Builders FirstSource
BLDR
+$73.2M

Sector Composition

1 Technology 28.03%
2 Financials 12.41%
3 Consumer Discretionary 12.02%
4 Healthcare 10.36%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$327K ﹤0.01%
+372
402
$305K ﹤0.01%
9,031
403
$297K ﹤0.01%
17,681
-1,615,412
404
$285K ﹤0.01%
14,156
405
$268K ﹤0.01%
10,156
-59,375
406
$264K ﹤0.01%
+30,509
407
$261K ﹤0.01%
3,365
408
$255K ﹤0.01%
2,350
-1,347
409
$253K ﹤0.01%
23,133
-7,573
410
$252K ﹤0.01%
+18,364
411
$247K ﹤0.01%
2,264
-726,538
412
$245K ﹤0.01%
3,750
-3,666
413
$230K ﹤0.01%
31,022
+8,957
414
$215K ﹤0.01%
+13,434
415
$213K ﹤0.01%
+12,848
416
$180K ﹤0.01%
20,171
+543
417
$176K ﹤0.01%
36,667
418
$148K ﹤0.01%
+4,412
419
$147K ﹤0.01%
37,995
420
$135K ﹤0.01%
73,845
421
$70.8K ﹤0.01%
+11,758
422
– –
-4,637,832
423
– –
-52,215
424
– –
-180,513
425
– –
-9,273
15 16
17
18 19