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
$7.11B
AUM Growth
-$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$60.7M
3
+$51.3M
4
AVGO icon
Broadcom
AVGO
+$45.5M
5
FE icon
FirstEnergy
FE
+$45.1M

Top Sells

1
+$72.2M
2
+$67M
3
+$65.9M
4
AMD icon
Advanced Micro Devices
AMD
+$50.9M
5
EA icon
Electronic Arts
EA
+$46.6M

Sector Composition

1 Technology 24.06%
2 Healthcare 14.07%
3 Financials 13.36%
4 Consumer Discretionary 12.83%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$266K ﹤0.01%
40,295
502
$255K ﹤0.01%
6,986
503
$251K ﹤0.01%
+7,209
504
$240K ﹤0.01%
+513
505
$233K ﹤0.01%
+11,379
506
$233K ﹤0.01%
+13,378
507
$227K ﹤0.01%
+12,042
508
$225K ﹤0.01%
4,075
-71,494
509
$221K ﹤0.01%
990
-1,111
510
$218K ﹤0.01%
4,746
-2,246
511
$217K ﹤0.01%
1,496
-7,868
512
$216K ﹤0.01%
8,790
-610
513
$215K ﹤0.01%
+30,687
514
$214K ﹤0.01%
+11,199
515
$213K ﹤0.01%
2,369
-12,580
516
$212K ﹤0.01%
5,487
517
$204K ﹤0.01%
17,868
518
$202K ﹤0.01%
3,861
-53,471
519
$196K ﹤0.01%
+27,004
520
$181K ﹤0.01%
37,159
-51,804
521
$170K ﹤0.01%
14,514
-6,874
522
$164K ﹤0.01%
147,537
523
$33K ﹤0.01%
12,362
524
– –
-42,199
525
– –
-94,883
19 20
21
22 23