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
426
$600K 0.01%
+22,900
427
$595K 0.01%
+31,991
428
$593K 0.01%
+8,250
429
$583K 0.01%
13,371
-85,186
430
$569K 0.01%
48,593
-11,008
431
$568K 0.01%
10,258
+1,510
432
$561K 0.01%
48,035
433
$545K 0.01%
40,400
+9,100
434
$532K 0.01%
+7,413
435
$527K 0.01%
50,394
-10,861
436
$513K 0.01%
8,127
+1,020
437
$510K 0.01%
147,537
438
$498K 0.01%
1,238
-1,139
439
$489K 0.01%
7,562
440
$488K 0.01%
8,172
+563
441
$486K 0.01%
1,474
-323
442
$478K 0.01%
13,983
443
$476K 0.01%
13,458
-13,950
444
$473K 0.01%
+1,895
445
$471K 0.01%
+8,446
446
$462K 0.01%
+1,567
447
$462K 0.01%
+7,200
448
$455K 0.01%
4,030
-804
449
$449K ﹤0.01%
+10,628
450
$411K ﹤0.01%
6,422
16 17
18
19 20