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
426
$1.13M 0.01%
+66,237
427
$1.11M 0.01%
71,240
-91,300
428
$1.11M 0.01%
+3,718
429
$1.09M 0.01%
+17,153
430
$1.08M 0.01%
+56,495
431
$1.07M 0.01%
10,325
+3,355
432
$1.05M 0.01%
17,111
+6,313
433
$1.04M 0.01%
+2,161
434
$1.02M 0.01%
+2,392
435
$1.01M 0.01%
4,643
+197
436
$1M 0.01%
7,186
-50,131
437
$995K 0.01%
11,489
+1,254
438
$995K 0.01%
+14,549
439
$988K 0.01%
+2,644
440
$982K 0.01%
+59,460
441
$968K 0.01%
+8,325
442
$955K 0.01%
+7,949
443
$952K 0.01%
+68,853
444
$939K 0.01%
+25,472
445
$927K 0.01%
60,425
446
$915K 0.01%
+3,200
447
$911K 0.01%
+63,017
448
$898K 0.01%
+10,078
449
$876K 0.01%
+16,376
450
$874K 0.01%
+50,460
16 17
18
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