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
$3.15B
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$20.9M
3
+$18.1M
4
HDB icon
HDFC Bank
HDB
+$15.5M
5
CPAY icon
Corpay
CPAY
+$14.2M

Top Sells

1
+$30.1M
2
+$18.6M
3
+$16.6M
4
MDT icon
Medtronic
MDT
+$14M
5
FISV
Fiserv Inc
FISV
+$13.3M

Sector Composition

1 Financials 22.12%
2 Consumer Discretionary 19.45%
3 Technology 14.6%
4 Industrials 12.74%
5 Materials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11M 0.35%
298,905
77
$11M 0.35%
74,717
-58,820
78
$11M 0.35%
243,821
79
$10.7M 0.34%
186,755
80
$10.4M 0.33%
746,708
+15,993
81
$10.3M 0.33%
431,655
82
$10.2M 0.32%
199,225
-22,895
83
$10.1M 0.32%
100,996
84
$9.95M 0.32%
172,774
-227,077
85
$9.78M 0.31%
57,743
+7,279
86
$9.43M 0.3%
33,423
-33,186
87
$9.41M 0.3%
109,312
88
$9.19M 0.29%
114,798
-1,368
89
$8.98M 0.28%
158,008
-6,603
90
$8.79M 0.28%
70,721
-13,711
91
$8.79M 0.28%
475,457
+33,771
92
$8.79M 0.28%
80,260
-41,051
93
$8.21M 0.26%
209,784
-62,674
94
$8.13M 0.26%
11,942
95
$7.69M 0.24%
132,954
-31,616
96
$7.55M 0.24%
222,534
+78,150
97
$7.52M 0.24%
212,662
-3,600
98
$7.5M 0.24%
53,903
-325
99
$7.39M 0.23%
+249,964
100
$7.23M 0.23%
+146,646
2 3
4
5 6