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
26
$67.3M 0.71%
+1,393,123
27
$66M 0.7%
136,089
+126,778
28
$64M 0.67%
+1,864,909
29
$63.9M 0.67%
+3,485,815
30
$63.5M 0.67%
+487,230
31
$60.5M 0.64%
+1,161,057
32
$58.7M 0.62%
725,768
+706,422
33
$58.3M 0.61%
+982,821
34
$58.2M 0.61%
1,164,760
+1,132,880
35
$57.9M 0.61%
+139,987
36
$57.3M 0.6%
738,174
+379,555
37
$57.1M 0.6%
+1,908,721
38
$52.9M 0.56%
+732,813
39
$52.4M 0.55%
48,430
+6,944
40
$51.7M 0.55%
+375,990
41
$51.7M 0.54%
505,025
+433,524
42
$51.4M 0.54%
+353,600
43
$51.3M 0.54%
+1,199,022
44
$49.9M 0.53%
+1,553,018
45
$49.9M 0.53%
337,639
+334,935
46
$49.8M 0.52%
+759,727
47
$49.2M 0.52%
+5,962,297
48
$48M 0.51%
+2,545,383
49
$46.9M 0.49%
+1,169,742
50
$46.6M 0.49%
+2,886,116
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