JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$135M
3
+$131M
4
AIG icon
American International
AIG
+$123M
5
BBWI icon
Bath & Body Works
BBWI
+$93.2M

Top Sells

1
+$205M
2
+$120M
3
+$119M
4
NVDA icon
NVIDIA
NVDA
+$109M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$64.9M 0.56%
4,469,036
+796,041
52
$64.9M 0.56%
+481,898
53
$64.1M 0.55%
203,058
-11,473
54
$64M 0.55%
498,753
-178
55
$62.3M 0.54%
2,445,747
+719,768
56
$62.2M 0.53%
+222,578
57
$62.1M 0.53%
465,897
-48,226
58
$62.1M 0.53%
+535,228
59
$61.1M 0.52%
176,410
-6,049
60
$58.7M 0.5%
800,583
+129,971
61
$58.7M 0.5%
1,683,814
+254,992
62
$58.6M 0.5%
102,970
-43,847
63
$57.9M 0.5%
396,043
-26,700
64
$56.9M 0.49%
1,709,384
-167,447
65
$56.7M 0.49%
61,258
-20
66
$55.7M 0.48%
738,418
+629,518
67
$54.6M 0.47%
297,223
68
$54M 0.46%
184,092
69
$53.9M 0.46%
+883,334
70
$53M 0.45%
267,167
71
$52.7M 0.45%
+1,571,424
72
$51.5M 0.44%
2,075,564
+167,265
73
$50.5M 0.43%
+82,058
74
$50.4M 0.43%
857,571
+288,824
75
$50.1M 0.43%
40,802
-455
1 2
3
4 5