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
451
$867K 0.01%
+3,415
452
$859K 0.01%
+9,412
453
$834K 0.01%
8,174
-5,658
454
$803K 0.01%
+43,697
455
$787K 0.01%
+19,545
456
$777K 0.01%
+20,002
457
$764K 0.01%
+18,854
458
$750K 0.01%
95,494
459
$744K 0.01%
+24,690
460
$740K 0.01%
+61,891
461
$738K 0.01%
+20,270
462
$714K 0.01%
+3,000
463
$714K 0.01%
+50,276
464
$687K 0.01%
11,220
-31,459
465
$685K 0.01%
6,466
+1,460
466
$683K 0.01%
5,503
467
$675K 0.01%
+31,226
468
$671K 0.01%
26,544
-20,883
469
$659K 0.01%
+73,173
470
$648K 0.01%
1,825
+498
471
$613K 0.01%
+45,000
472
$606K 0.01%
2,817
-16,483
473
$604K 0.01%
+52,307
474
$595K 0.01%
+2,794
475
$592K 0.01%
+10,067
17 18
19
20 21