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
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$80.3M
3
+$77.4M
4
CAT icon
Caterpillar
CAT
+$70.8M
5
LNG icon
Cheniere Energy
LNG
+$70.7M

Top Sells

1
+$153M
2
+$135M
3
+$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.8M
5
VST icon
Vistra
VST
+$84.5M

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.32%
3 Financials 12.1%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55.4M 0.53%
+102,652
52
$55M 0.53%
212,278
-997
53
$53.8M 0.51%
2,267,894
+1,354,062
54
$53.8M 0.51%
215,489
55
$52.1M 0.5%
+909,193
56
$52M 0.5%
34,375
+8,764
57
$51.3M 0.49%
164,647
-83,870
58
$50.8M 0.48%
788,593
-117,057
59
$50.6M 0.48%
563,974
+31,891
60
$50.4M 0.48%
244,264
+240,403
61
$50.3M 0.48%
144,949
62
$50.2M 0.48%
1,103,338
-15,562
63
$50.1M 0.48%
617,620
-27,692
64
$49.6M 0.47%
106,743
-9,224
65
$48.9M 0.47%
48,081
66
$48.1M 0.46%
192,243
+21,766
67
$48M 0.46%
450,976
-47,008
68
$47.8M 0.46%
+620,278
69
$47.5M 0.45%
907,955
70
$47M 0.45%
172,779
+168,029
71
$46.5M 0.44%
2,244,833
-1,462
72
$45.7M 0.44%
656,240
-1,213,844
73
$44.7M 0.43%
356,610
+306,616
74
$44.7M 0.43%
256,354
75
$44.4M 0.42%
82,782
-33,946
1 2
3
4 5