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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$48.8M 0.54%
308,132
-92,835
52
$48.5M 0.53%
172,198
-38,320
53
$48.2M 0.53%
1,148,874
+111,804
54
$46.6M 0.51%
246,168
+180,466
55
$45.9M 0.5%
+384,762
56
$45.5M 0.5%
2,900,097
-328,396
57
$45.3M 0.5%
398,436
+4,825
58
$44.9M 0.49%
130,463
-276,588
59
$44.4M 0.49%
1,610,996
+1,202,457
60
$44.3M 0.49%
385,743
+29,230
61
$44.2M 0.48%
3,978,674
+755,575
62
$43.6M 0.48%
64,193
+18,134
63
$43.6M 0.48%
1,345,784
+128,612
64
$43.4M 0.48%
65,566
-3,882
65
$43.1M 0.47%
232,708
+84,756
66
$41.7M 0.46%
265,741
+21,986
67
$41.6M 0.46%
323,938
-38,665
68
$41.4M 0.45%
677,130
+259,040
69
$41.1M 0.45%
+1,002,492
70
$40.4M 0.44%
1,642,330
+158,507
71
$40M 0.44%
1,598,973
-231,997
72
$39.9M 0.44%
869,685
73
$39.4M 0.43%
3,372,141
74
$37.2M 0.41%
+394,499
75
$37.2M 0.41%
888,957
-365,347
1 2
3
4 5