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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-145,376
552
– –
-62,124
553
– –
-11,939
554
– –
-44,284
555
– –
-24,149
556
– –
-69,491
557
– –
-60,059
558
– –
-19,858
559
– –
-43,945
560
– –
-29,082
561
– –
-169,877
562
– –
-291,855
563
– –
-6,829
564
– –
-26,173
565
– –
-365,012
566
– –
-9,138
567
– –
-16,254
568
– –
-159,605
569
– –
-38,596
570
– –
-1,665,972
571
– –
-141,668
572
– –
-537,166
573
– –
-87,392
574
– –
-41,660
575
– –
-71,141
19 20 21 22
23