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
51
$45.9M 0.51%
1,240,147
+71,477
52
$44.8M 0.5%
400,894
+76,878
53
$44.7M 0.5%
352,924
+252,039
54
$43.5M 0.48%
116,926
-11,089
55
$43.4M 0.48%
470,816
+389,095
56
$42.6M 0.47%
+679,330
57
$42.4M 0.47%
2,957,426
-640,765
58
$42.2M 0.47%
318,788
+65,070
59
$41.5M 0.46%
136,058
-48,259
60
$41.3M 0.46%
8,932,443
+400,000
61
$40.9M 0.45%
257,493
-237,929
62
$40.7M 0.45%
612,754
+579,128
63
$40.6M 0.45%
1,219,445
+551,299
64
$40.6M 0.45%
2,344,182
-518,446
65
$40.2M 0.45%
1,085,368
+878,212
66
$40M 0.44%
57,815
-4,631
67
$39.9M 0.44%
191,784
+44,285
68
$39.7M 0.44%
158,797
-28,973
69
$38.6M 0.43%
160,600
+27,084
70
$38.3M 0.42%
1,397,950
+1,087,730
71
$38.1M 0.42%
1,325,418
+444,299
72
$37.6M 0.42%
33,947
+6,054
73
$37.3M 0.41%
180,513
-163,930
74
$37.1M 0.41%
145,604
+29,984
75
$37M 0.41%
911,950
+174,395
1 2
3
4 5