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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$83.6M
3 +$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1 +$116M
2 +$100M
3 +$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.37%
2 Consumer Discretionary 13.3%
3 Financials 12.34%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$59.9M 0.57%
520,039
-198,770
52
$59.5M 0.56%
+811,960
53
$59.1M 0.56%
469,318
-87,925
54
$58.2M 0.55%
601,826
+37,852
55
$56.2M 0.53%
571,828
+67,326
56
$55.2M 0.52%
185,606
+150,890
57
$54.2M 0.51%
216,834
+1,345
58
$53.9M 0.51%
177,805
-8,870
59
$53.4M 0.5%
+2,330,610
60
$52.6M 0.5%
5,295,014
+362,573
61
$52.1M 0.49%
230,149
-35,810
62
$52M 0.49%
9,246,222
-632,752
63
$51.4M 0.49%
+190,858
64
$51M 0.48%
2,267,894
65
$50.2M 0.47%
257,836
+1,482
66
$50.1M 0.47%
1,159,488
+1,046,872
67
$50M 0.47%
385,703
+2,372
68
$49.3M 0.47%
912,385
+4,430
69
$49M 0.46%
192,004
-20,274
70
$48.2M 0.46%
109,301
-54,330
71
$47.6M 0.45%
235,360
+27,914
72
$47.4M 0.45%
60,201
-37,872
73
$47.1M 0.44%
658,807
+628,307
74
$47M 0.44%
1,965,962
+748,339
75
$46.3M 0.44%
105,473
-1,270