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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$280K ﹤0.01%
147,537
452
$279K ﹤0.01%
+6,986
453
$278K ﹤0.01%
+5,933
454
$276K ﹤0.01%
21,388
455
$266K ﹤0.01%
+5,487
456
$265K ﹤0.01%
5,034
457
$264K ﹤0.01%
+5,100
458
$242K ﹤0.01%
+5,410
459
$237K ﹤0.01%
1,560
-2,930
460
$230K ﹤0.01%
20,395
-1,350
461
$223K ﹤0.01%
4,160
-4,090
462
$221K ﹤0.01%
23,300
-24,735
463
$215K ﹤0.01%
+2,943
464
$215K ﹤0.01%
3,281
-4,846
465
$211K ﹤0.01%
+19,190
466
$204K ﹤0.01%
+8,622
467
$180K ﹤0.01%
101,300
+33,600
468
$165K ﹤0.01%
14,017
-19,276
469
$163K ﹤0.01%
+17,868
470
$159K ﹤0.01%
+11,028
471
$150K ﹤0.01%
13,263
-27,597
472
$132K ﹤0.01%
+16,796
473
$48K ﹤0.01%
+12,362
474
– –
-15,138
475
– –
-30,269
17 18
19
20 21