JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$45.9M
3
+$42.5M
4
LH icon
Labcorp
LH
+$39.3M
5
LOW icon
Lowe's Companies
LOW
+$38.2M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$51.7M
4
VICI icon
VICI Properties
VICI
+$49.6M
5
AGCO icon
AGCO
AGCO
+$46.9M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-4,062
552
– –
-64,151
553
– –
-37,815
554
– –
-19,341
555
– –
-18,331
556
– –
-276,489
557
– –
-4,162
558
– –
-100,202
559
– –
-35,127
560
– –
-103
561
– –
-28,683
562
– –
-15,738
563
– –
-516,443
564
– –
-47,152
565
– –
-697,488
566
– –
-825,664
567
– –
-32,425
568
– –
-314,008
569
– –
-8,253
570
– –
-394,499
571
– –
-21,656
572
– –
-31,991
573
– –
-15,809
574
– –
-16,463
575
– –
-51,247
21 22
23
24 25