JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
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
476
$321K ﹤0.01%
+5,277
477
$316K ﹤0.01%
+6,394
478
$312K ﹤0.01%
+1,754
479
$308K ﹤0.01%
21,388
+4,574
480
$302K ﹤0.01%
1,621
-209
481
$299K ﹤0.01%
39,247
-32,960
482
$298K ﹤0.01%
+5,034
483
$297K ﹤0.01%
4,672
484
$296K ﹤0.01%
40,295
+2,384
485
$294K ﹤0.01%
6,873
-939
486
$289K ﹤0.01%
4,749
-41,209
487
$280K ﹤0.01%
11,392
-13,073
488
$269K ﹤0.01%
+16,046
489
$269K ﹤0.01%
+14,156
490
$267K ﹤0.01%
3,603
-58
491
$264K ﹤0.01%
+67,700
492
$259K ﹤0.01%
14,871
-9,205
493
$251K ﹤0.01%
+3,515
494
$247K ﹤0.01%
3,041
-5,280
495
$244K ﹤0.01%
2,653
496
$240K ﹤0.01%
+2,635
497
$238K ﹤0.01%
+12,159
498
$238K ﹤0.01%
8,253
-1,063
499
$232K ﹤0.01%
+3,161
500
$231K ﹤0.01%
+61,325
18 19
20
21 22