JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$31.6M
3
+$23.8M
4
HRB icon
H&R Block
HRB
+$20.8M
5
TW icon
Tradeweb Markets
TW
+$16.9M

Top Sells

1
+$23.3M
2
+$17.8M
3
+$14.5M
4
MANU icon
Manchester United
MANU
+$12.8M
5
STNE icon
StoneCo
STNE
+$12.5M

Sector Composition

1 Consumer Discretionary 23.12%
2 Financials 17.72%
3 Technology 16.46%
4 Materials 9.75%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.57M 0.32%
109,312
77
$9.48M 0.32%
244,764
-429,410
78
$9.32M 0.31%
299,996
79
$9.2M 0.31%
56,638
-25,313
80
$9.04M 0.3%
+23,276
81
$8.99M 0.3%
495,951
+132,414
82
$8.82M 0.29%
33,574
-13,799
83
$8.53M 0.29%
57,317
+28,839
84
$8.48M 0.28%
162,675
85
$8.38M 0.28%
+87,347
86
$8.24M 0.28%
58,073
-16,982
87
$8.13M 0.27%
410,581
+186,518
88
$8.1M 0.27%
43,219
-17,009
89
$7.8M 0.26%
84,339
90
$7.59M 0.25%
792,096
91
$6.84M 0.23%
71,501
92
$6.54M 0.22%
89,860
93
$6.44M 0.22%
56,046
94
$6.33M 0.21%
166,641
95
$6.28M 0.21%
353,498
96
$6.22M 0.21%
+118,146
97
$6.19M 0.21%
381,665
98
$6.19M 0.21%
+155,472
99
$6.18M 0.21%
158,720
-144,071
100
$6.14M 0.21%
250,315
2 3
4
5 6