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
501
$359K ﹤0.01%
+10,463
502
$358K ﹤0.01%
+12,574
503
$358K ﹤0.01%
+2,545
504
$351K ﹤0.01%
+1,783
505
$347K ﹤0.01%
+9,586
506
$341K ﹤0.01%
+6,860
507
$334K ﹤0.01%
+12,924
508
$330K ﹤0.01%
+72,784
509
$326K ﹤0.01%
+17,676
510
$323K ﹤0.01%
+5,356
511
$315K ﹤0.01%
+18,558
512
$311K ﹤0.01%
25,436
-2,576
513
$300K ﹤0.01%
3,660
514
$287K ﹤0.01%
+1,307
515
$279K ﹤0.01%
+6,422
516
$269K ﹤0.01%
+15,481
517
$264K ﹤0.01%
+1,973
518
$261K ﹤0.01%
+26,600
519
$259K ﹤0.01%
4,500
-2,298
520
$252K ﹤0.01%
+6,834
521
$251K ﹤0.01%
+22,424
522
$249K ﹤0.01%
+31,110
523
$246K ﹤0.01%
+1,648
524
$243K ﹤0.01%
+1,467
525
$232K ﹤0.01%
961
-53,982
19 20
21
22 23