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
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$80.3M
3
+$77.4M
4
CAT icon
Caterpillar
CAT
+$70.8M
5
LNG icon
Cheniere Energy
LNG
+$70.7M

Top Sells

1
+$153M
2
+$135M
3
+$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.8M
5
VST icon
Vistra
VST
+$84.5M

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.32%
3 Financials 12.1%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$78.8M 0.75%
163,631
-14,118
27
$77.9M 0.74%
611,903
+373,816
28
$77.4M 0.74%
+457,375
29
$76.8M 0.73%
557,243
+264,572
30
$75.7M 0.72%
2,057,951
+161,933
31
$74.8M 0.71%
98,073
+43,236
32
$72M 0.69%
233,380
-23,459
33
$70.7M 0.67%
+438,256
34
$70.5M 0.67%
174,522
-225
35
$66.4M 0.63%
208,430
+34,032
36
$65.4M 0.62%
+265,959
37
$65.4M 0.62%
+167,293
38
$64.8M 0.62%
925,224
+658,321
39
$64.7M 0.62%
186,675
-7,908
40
$62.3M 0.59%
1,154,487
+7,613
41
$62.1M 0.59%
963,832
+57,000
42
$62.1M 0.59%
1,069,000
+324,450
43
$61.6M 0.59%
1,081,843
-11,635
44
$61.3M 0.59%
+2,377,483
45
$60.9M 0.58%
686,862
+107,351
46
$58.9M 0.56%
605,730
-110,790
47
$57.2M 0.55%
246,711
+15,771
48
$56.6M 0.54%
495,638
-50,498
49
$56.5M 0.54%
+504,502
50
$55.8M 0.53%
383,331
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