JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$62.5M
3
+$59.1M
4
PEG icon
Public Service Enterprise Group
PEG
+$51.1M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$43.3M

Top Sells

1
+$125M
2
+$86.8M
3
+$75.4M
4
KD icon
Kyndryl
KD
+$64.1M
5
WY icon
Weyerhaeuser
WY
+$63.4M

Sector Composition

1 Technology 28.03%
2 Financials 12.41%
3 Consumer Discretionary 12.02%
4 Healthcare 10.36%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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505
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-152,832
507
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-49,793
508
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509
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510
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511
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512
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514
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515
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-36,376
516
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517
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519
$0 ﹤0.01%
18,000
520
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-56,211
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522
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523
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524
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525
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-207,604
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