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
526
$230K ﹤0.01%
+30,092
527
$228K ﹤0.01%
+3,696
528
$222K ﹤0.01%
+3,087
529
$222K ﹤0.01%
+3,181
530
$217K ﹤0.01%
+5,288
531
$217K ﹤0.01%
+24,528
532
$215K ﹤0.01%
+95,700
533
$210K ﹤0.01%
+983
534
$208K ﹤0.01%
+4,223
535
$207K ﹤0.01%
+934
536
$202K ﹤0.01%
+1,504
537
$201K ﹤0.01%
+18,122
538
$193K ﹤0.01%
+26,830
539
$185K ﹤0.01%
+3,070
540
$181K ﹤0.01%
+12,911
541
$134K ﹤0.01%
+13,099
542
$123K ﹤0.01%
+124,995
543
$117K ﹤0.01%
+509
544
$92K ﹤0.01%
+11,200
545
$51K ﹤0.01%
+15,000
546
$44K ﹤0.01%
+11,600
547
$38K ﹤0.01%
+11,700
548
$38K ﹤0.01%
+10,374
549
$8K ﹤0.01%
30,000
550
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