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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

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
51
$44.2M 0.52%
1,165,878
+163,386
52
$44.1M 0.52%
1,216,532
+346,847
53
$44M 0.52%
80,581
+50,615
54
$43.2M 0.51%
+705,387
55
$43.1M 0.51%
315,562
-27,010
56
$42.4M 0.5%
874,480
+433,749
57
$41.5M 0.49%
764,943
+24,443
58
$41.1M 0.49%
84,682
+61,624
59
$40.7M 0.48%
179,647
+166,991
60
$39.9M 0.47%
810,773
-45,410
61
$38.9M 0.46%
132,576
-32,337
62
$38.7M 0.46%
+864,342
63
$38.7M 0.46%
128,367
+59,164
64
$38.5M 0.46%
206,027
+25,947
65
$38.4M 0.46%
2,372,739
-527,358
66
$37.7M 0.45%
4,860,073
+4,750,933
67
$37.4M 0.44%
1,897,907
+1,728,922
68
$36.8M 0.44%
194,080
+23,683
69
$36.6M 0.43%
1,121,594
-224,190
70
$36.2M 0.43%
265,783
-42,349
71
$35.8M 0.42%
411,000
+264,860
72
$35.2M 0.42%
526,161
-18,294
73
$35.2M 0.42%
948,002
+465,557
74
$34.1M 0.41%
911,570
+234,440
75
$33.6M 0.4%
+166,121
1 2
3
4 5