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
$3.15B
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$20.9M
3
+$18.1M
4
HDB icon
HDFC Bank
HDB
+$15.5M
5
CPAY icon
Corpay
CPAY
+$14.2M

Top Sells

1
+$30.1M
2
+$18.6M
3
+$16.6M
4
MDT icon
Medtronic
MDT
+$14M
5
FISV
Fiserv Inc
FISV
+$13.3M

Sector Composition

1 Financials 22.12%
2 Consumer Discretionary 19.45%
3 Technology 14.6%
4 Industrials 12.74%
5 Materials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.8M 0.85%
320,548
-48,000
27
$26.7M 0.85%
215,090
-149,485
28
$26.1M 0.83%
198,940
+25,160
29
$25.9M 0.82%
220,766
+29,793
30
$25.3M 0.8%
121,591
+41,754
31
$25.1M 0.8%
828,469
-18,387
32
$23.7M 0.75%
609,521
+6,848
33
$23.3M 0.74%
805,964
-97,134
34
$22.6M 0.72%
270,010
+112,489
35
$22.6M 0.72%
478,400
36
$21.9M 0.69%
1,221,339
37
$21.6M 0.69%
511,205
+1,449
38
$21.4M 0.68%
235,131
-146,355
39
$20.5M 0.65%
100,402
-23,581
40
$20.1M 0.64%
71,562
+50,554
41
$19.9M 0.63%
161,234
-71,366
42
$19.5M 0.62%
134,548
+42,754
43
$19.5M 0.62%
224,885
-42,000
44
$19.5M 0.62%
203,679
45
$18.6M 0.59%
227,638
46
$18.3M 0.58%
582,690
+160,898
47
$17.8M 0.56%
2,374,087
+352,542
48
$17.7M 0.56%
431,587
49
$17.5M 0.56%
259,389
+15,692
50
$17.1M 0.54%
244,227
-152,756
1
2
3 4 5