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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$68.3M 0.76%
1,540,048
+743,202
27
$64.6M 0.71%
210,239
+35,381
28
$63.4M 0.7%
2,068,432
+1,634,125
29
$62.5M 0.69%
+244,604
30
$61.4M 0.68%
493,071
+429,699
31
$59.4M 0.66%
+4,637,832
32
$59M 0.65%
19,133
-9,064
33
$58.2M 0.64%
832,211
+76,913
34
$57.2M 0.63%
+1,724,486
35
$56.5M 0.63%
1,344,703
+839,883
36
$55.6M 0.62%
802,246
+661,374
37
$53.7M 0.59%
244,082
+42,098
38
$53.6M 0.59%
+1,349,654
39
$51.5M 0.57%
1,446,375
-33,255
40
$50.8M 0.56%
+452,355
41
$50.2M 0.56%
233,701
+231,960
42
$50.1M 0.55%
443,611
+62,945
43
$49.4M 0.55%
302,271
+168,500
44
$49.2M 0.54%
1,805,087
+255,562
45
$48.5M 0.54%
+655,175
46
$48.1M 0.53%
6,342,794
-1,252,804
47
$47.8M 0.53%
+644,992
48
$47M 0.52%
812,919
+114,676
49
$46.3M 0.51%
540,758
+4,315
50
$46M 0.51%
577,026
+126,215
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2
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