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
526
– –
-23,353
527
– –
-41,670
528
– –
-8,691
529
– –
-4,073
530
– –
-232,442
531
– –
-178,366
532
– –
-14,500
533
– –
-2,293
534
– –
-82,300
535
– –
-874,480
536
– –
-21,261
537
– –
-3,281
538
$0 ﹤0.01%
18,000
539
– –
-13,458
540
– –
-543,815
541
– –
-39,487
542
– –
-28,615
543
– –
-33,800
544
– –
-14,335
545
– –
-10,052
546
– –
-465,461
547
– –
-21,314
548
– –
-78,090
549
– –
-42,921
550
– –
-107,217
20 21
22
23 24