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
451
$410K ﹤0.01%
1,748
+161
452
$407K ﹤0.01%
11,412
+2,440
453
$407K ﹤0.01%
33,293
454
$404K ﹤0.01%
9,716
-3,279
455
$395K ﹤0.01%
+15,138
456
$394K ﹤0.01%
5,447
-26,558
457
$392K ﹤0.01%
+138,587
458
$388K ﹤0.01%
+9,220
459
$386K ﹤0.01%
+4,162
460
$385K ﹤0.01%
+41,374
461
$378K ﹤0.01%
19,911
-1,675
462
$377K ﹤0.01%
+21,287
463
$377K ﹤0.01%
67,020
464
$375K ﹤0.01%
15,158
+879
465
$374K ﹤0.01%
6,992
+1,495
466
$374K ﹤0.01%
2,063
-134
467
$373K ﹤0.01%
18,558
468
$372K ﹤0.01%
+8,631
469
$358K ﹤0.01%
1,738
-144,947
470
$346K ﹤0.01%
1,670
+357
471
$346K ﹤0.01%
+13,140
472
$341K ﹤0.01%
21,745
+6,993
473
$335K ﹤0.01%
+753
474
$331K ﹤0.01%
+1,626
475
$323K ﹤0.01%
2,750
-9,288
17 18
19
20 21