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
476
$577K 0.01%
+117,739
477
$557K 0.01%
+36,507
478
$557K 0.01%
+21,305
479
$553K 0.01%
+129,603
480
$549K 0.01%
+44,273
481
$546K 0.01%
+2,990
482
$545K 0.01%
+31,227
483
$535K 0.01%
+6,528
484
$521K 0.01%
+62,006
485
$499K 0.01%
44,513
+7,381
486
$493K 0.01%
+3,957
487
$480K 0.01%
43,449
+7,898
488
$473K 0.01%
+17,036
489
$464K ﹤0.01%
6,013
+1,397
490
$441K ﹤0.01%
+7,561
491
$441K ﹤0.01%
+2,646
492
$436K ﹤0.01%
+3,571
493
$436K ﹤0.01%
+9,080
494
$432K ﹤0.01%
+152,436
495
$426K ﹤0.01%
+143,044
496
$409K ﹤0.01%
+45,491
497
$398K ﹤0.01%
+2,423
498
$391K ﹤0.01%
+17,397
499
$380K ﹤0.01%
+62,220
500
$363K ﹤0.01%
+4,775
18 19
20
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