JAM
Jupiter Asset Management Portfolio holdings
AUM
$11.6B
1-Year Est. Return
28.95%
1 Year Est. Return
+28.95%
AUM
$12B
AUM Growth
+$1.55B
(+15%)
Holding
528
Top Buys
| 1 | +$119M | |
| 2 | +$107M | |
| 3 | +$105M | |
| 4 |
Johnson & Johnson
JNJ
|
+$93M |
| 5 |
Waters Corp
WAT
|
+$75.7M |
Top Sells
| 1 | +$111M | |
| 2 | +$105M | |
| 3 | +$103M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$97.9M |
| 5 |
General Motors
GM
|
+$86.9M |
Sector Composition
| 1 | Technology | 29.91% |
| 2 | Financials | 12.66% |
| 3 | Communication Services | 10.71% |
| 4 | Healthcare | 9.92% |
| 5 | Industrials | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Accenture
ACN
$153B
| $65.1M | 0.54% |
217,772
+30,802
|
|
||
52
Jack Henry & Associates
JKHY
$12.1B
| $64.5M | 0.54% |
357,728
+111,351
|
|
||
53
Logitech
LOGI
$17.8B
| $64M | 0.53% |
713,509
+171,307
|
|
||
54
Sherwin-Williams
SHW
$85.5B
| $62.6M | 0.52% |
182,459
+30,954
|
|
||
55
JPMorgan Chase
JPM
$872B
| $62.2M | 0.52% |
214,531
+8,435
|
|
||
56
Bristol-Myers Squibb
BMY
$99.9B
| $62M | 0.52% |
1,338,355
+1,216,183
|
|
||
57
Texas Instruments
TXN
$148B
| $61.7M | 0.51% |
297,223
+24,988
|
|
||
58
Chubb
CB
$116B
| $61.4M | 0.51% |
211,815
+37,086
|
|
||
59
Costco
COST
$405B
| $60.7M | 0.51% |
61,278
+12,018
|
|
||
60
GitLab
GTLB
$7.75B
| $60.3M | 0.5% |
+1,336,012
|
|
||
61
Wheaton Precious Metals
WPM
$48.9B
| $60.1M | 0.5% |
669,281
+74,913
|
|
||
62
ServiceNow
NOW
$180B
| $59.3M | 0.49% |
57,637
-5,917
|
|
||
63
Agilent Technologies
A
$43B
| $58.9M | 0.49% |
498,931
+91,443
|
|
||
64
Coeur Mining
CDE
$10B
| $58.4M | 0.49% |
6,592,461
-1,948,836
|
|
||
65
Agnico Eagle Mines
AEM
$86.9B
| $58M | 0.48% |
487,466
+59,417
|
|
||
66
Williams-Sonoma
WSM
$23.4B
| $57.9M | 0.48% |
354,607
+253,968
|
|
||
67
New York Times
NYT
$10.3B
| $57.8M | 0.48% |
1,033,271
+632,229
|
|
||
68
Sprott Physical Gold
PHYS
$15.4B
| $56.8M | 0.47% |
2,249,508
+296,330
|
|
||
69
Automatic Data Processing
ADP
$103B
| $56.8M | 0.47% |
184,092
+32,300
|
|
||
70
Fortinet
FTNT
$61.1B
| $55.8M | 0.47% |
+528,050
|
|
||
71
HubSpot
HUBS
$20.7B
| $54.7M | 0.46% |
98,260
+97,139
|
|
||
72
Expedia Group
EXPE
$33.5B
| $54.5M | 0.45% |
323,152
+109,686
|
|
||
73
AbbVie
ABBV
$412B
| $54.4M | 0.45% |
293,098
+185,088
|
|
||
74
Honeywell
HON
$128B
| $52.9M | 0.44% |
+226,942
|
|
||
75
Danaher
DHR
$155B
| $52.8M | 0.44% |
267,167
+43,540
|
|