JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
+$844M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1 +$133M
2 +$128M
3 +$121M
4
CSGP icon
CoStar Group
CSGP
+$105M
5
BAC icon
Bank of America
BAC
+$105M

Top Sells

1 +$112M
2 +$90.7M
3 +$84.7M
4
AEM icon
Agnico Eagle Mines
AEM
+$82.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$77.6M

Sector Composition

1 Technology 24.62%
2 Financials 14.42%
3 Healthcare 12.22%
4 Materials 9.89%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UA icon
501
Under Armour Class C
UA
$2.29B
-147,870
UBSI icon
502
United Bankshares
UBSI
$5.88B
-125,797
UI icon
503
Ubiquiti
UI
$34.8B
-1,706
VNT icon
504
Vontier
VNT
$4.01B
-52,433
WOOF icon
505
Petco
WOOF
$989M
-38,713
WSR
506
Whitestone REIT
WSR
$977M
-27,468
SOLV icon
507
Solventum
SOLV
$13.1B
-3,669
EMA
508
Emera Inc
EMA
$15.6B
-25,495