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
$2.29B
AUM Growth
-$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.2M
3
+$17M
4
TRU icon
TransUnion
TRU
+$16.7M
5
AMT icon
American Tower
AMT
+$13.9M

Top Sells

1
+$74.5M
2
+$47.2M
3
+$30.5M
4
WEX icon
WEX
WEX
+$17.4M
5
CPAY icon
Corpay
CPAY
+$16.2M

Sector Composition

1 Consumer Discretionary 21.54%
2 Financials 17.75%
3 Technology 13.05%
4 Industrials 10.64%
5 Materials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.53%
182,500
+859
52
$12.3M 0.53%
+19,617
53
$12M 0.52%
163,613
-5,668
54
$11.9M 0.51%
61,006
-18,683
55
$11.3M 0.49%
554,115
+1,578
56
$11.3M 0.49%
262,727
+39,792
57
$11M 0.48%
433,283
+1,628
58
$11M 0.48%
129,911
+574
59
$10.7M 0.46%
47,373
-6,265
60
$10.6M 0.46%
60,228
+30,476
61
$10.4M 0.45%
302,791
-62,018
62
$10.3M 0.44%
+196,075
63
$9.97M 0.43%
344,509
+1,652
64
$9.86M 0.43%
+65,304
65
$9.55M 0.41%
149,065
-45,835
66
$9.2M 0.4%
159,221
+8,581
67
$9M 0.39%
149,984
+67,527
68
$8.89M 0.38%
287,098
-22,897
69
$8.72M 0.38%
323,699
+1,675
70
$8.67M 0.38%
240,680
+895
71
$8.51M 0.37%
165,742
-1,183
72
$8.39M 0.36%
216,302
+997
73
$8.09M 0.35%
+75,055
74
$8.03M 0.35%
73,028
-3,006
75
$7.79M 0.34%
244,806
+985
1 2
3
4 5