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
$9.11B
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
26
$63.8M 0.7%
488,105
+4,774
27
$63.7M 0.7%
37,433
+7,202
28
$63.6M 0.7%
2,125,104
+2,090,614
29
$63.3M 0.69%
575,210
-65,212
30
$62.1M 0.68%
284,899
-414,724
31
$61.1M 0.67%
548,664
+3,315
32
$60.8M 0.67%
342,572
+25,815
33
$60.2M 0.66%
365,378
-31,312
34
$59.2M 0.65%
158,813
+260
35
$58.9M 0.65%
1,970,631
+517,691
36
$57.6M 0.63%
154,839
+17,358
37
$57.1M 0.63%
393,758
+47,326
38
$57M 0.63%
1,332,540
-65,783
39
$54.5M 0.6%
+1,267,467
40
$54.3M 0.6%
3,864,255
41
$53.8M 0.59%
114,185
+30,324
42
$53.6M 0.59%
740,500
-44,869
43
$53.4M 0.59%
780,684
+767,674
44
$53.3M 0.58%
153,521
+2,901
45
$52.7M 0.58%
164,913
-13,707
46
$52.4M 0.58%
1,142,537
+202,670
47
$52.1M 0.57%
285,206
-328,898
48
$50.7M 0.56%
142,032
-4,131
49
$49.8M 0.55%
2,645,845
-50,000
50
$49.3M 0.54%
74,523
-10,951
1
2
3 4 5