JAM
Jupiter Asset Management Portfolio holdings
AUM
$12B
This Quarter Return
+10.52%
1 Year Return
+24.68%
3 Year Return
+84.22%
5 Year Return
+156.46%
10 Year Return
+400.84%
AUM
$10.5B
AUM Growth
+$10.5B
(+3.8%)
Cap. Flow
-$359M
Cap. Flow
% of AUM
-3.43%
Top 10 Holdings %
Top 10 Hldgs %
20.3%
Holding
566
New
110
Increased
118
Reduced
118
Closed
134
Top Buys
| 1 |
Apple
AAPL
|
$91.9M |
| 2 |
Xcel Energy
XEL
|
$80.3M |
| 3 |
Qualcomm
QCOM
|
$77.4M |
| 4 |
Caterpillar
CAT
|
$70.8M |
| 5 |
Cheniere Energy
LNG
|
$70.7M |
Top Sells
| 1 |
Intel
INTC
|
$153M |
| 2 |
Kyndryl
KD
|
$135M |
| 3 |
Ralph Lauren
RL
|
$95.7M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$88.8M |
| 5 |
Vistra
VST
|
$84.5M |
Sector Composition
| 1 | Technology | 26.35% |
| 2 | Consumer Discretionary | 13.32% |
| 3 | Financials | 12.1% |
| 4 | Healthcare | 10.01% |
| 5 | Industrials | 9.26% |