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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$83M
3
+$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1
+$115M
2
+$88.1M
3
+$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.33%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74.6M 0.73%
296,506
+134,537
27
$72.7M 0.71%
139,377
+50,246
28
$70M 0.68%
778,741
-927,719
29
$69.6M 0.68%
870,956
+833,975
30
$68.9M 0.67%
+1,142,591
31
$67.5M 0.66%
+1,388,858
32
$66.7M 0.65%
1,077,083
-98,126
33
$66.5M 0.65%
2,918,551
-2,335,053
34
$66.3M 0.65%
188,525
-20,885
35
$66M 0.64%
689,338
-122,622
36
$65.7M 0.64%
+915,844
37
$65M 0.63%
194,368
+128,999
38
$64.8M 0.63%
843,908
-59,829
39
$63.6M 0.62%
500,874
-151,253
40
$63.4M 0.62%
12,765
-10,646
41
$62.3M 0.61%
685,718
+15,142
42
$62.3M 0.61%
268,567
+63,507
43
$61.6M 0.6%
+369,599
44
$60.2M 0.59%
550,364
+63,529
45
$58.3M 0.57%
140,969
-7,796
46
$57.2M 0.56%
+1,523,344
47
$56.6M 0.55%
1,850,689
-116,785
48
$56M 0.55%
202,535
-22,218
49
$55.8M 0.54%
2,168,658
+1,702,748
50
$55.6M 0.54%
479,178
-24,867
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