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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
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
51
$45.5M 0.48%
268,773
+225,554
52
$45M 0.47%
+2,994,238
53
$44.7M 0.47%
312,846
+293,721
54
$40.4M 0.43%
+4,283,296
55
$39.4M 0.42%
+1,132,467
56
$39.4M 0.42%
178,478
+173,010
57
$39M 0.41%
+350,470
58
$38.5M 0.41%
+232,493
59
$38.3M 0.4%
+61,388
60
$38.1M 0.4%
+424,277
61
$38M 0.4%
131,269
+9,713
62
$38M 0.4%
+555,231
63
$37.9M 0.4%
467,696
+410,900
64
$37.5M 0.4%
631,547
+360,041
65
$37.4M 0.39%
103,901
+4,268
66
$37.2M 0.39%
+804,602
67
$36.5M 0.38%
255,449
+223,031
68
$35.7M 0.38%
454,805
+249,870
69
$35.5M 0.37%
447,567
+437,200
70
$35.4M 0.37%
156,823
+148,513
71
$34.7M 0.37%
+2,723,658
72
$34.5M 0.36%
+981,774
73
$34.1M 0.36%
328,021
+39,228
74
$33.8M 0.36%
332,278
+309,106
75
$33.3M 0.35%
380,441
+158,155
1 2
3
4 5