We are live on ! Find out more
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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$319M
2
+$305M
3
+$266M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$164M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.9M
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
551
– –
-59,492
552
– –
-458,885
553
– –
-56,046
554
– –
-20,605
555
– –
-2,202,347
556
– –
-107,036
557
– –
-293,577
558
– –
-65,803
559
– –
0
560
– –
-77,588
561
– –
-85,264
562
– –
-168,431
563
– –
0
564
– –
-73,970
565
– –
-196,898
566
– –
-21,691
567
– –
-30,000
568
– –
-34,902
569
– –
-279,490
570
– –
-5,769
571
– –
-142,773
572
– –
-10,797
19 20 21 22
23