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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.1M 0.41%
711,662
-12,878
77
$37M 0.41%
856,183
+245,303
78
$36.6M 0.4%
544,455
-116,727
79
$36M 0.4%
170,397
+79,615
80
$35.7M 0.39%
167,101
-122,152
81
$35.4M 0.39%
462,265
+212,055
82
$35.2M 0.39%
207,318
+6,156
83
$35M 0.38%
506,614
-6,032
84
$34.1M 0.37%
387,225
+193,600
85
$34M 0.37%
158,592
+45,175
86
$33.9M 0.37%
457,824
+257,474
87
$33.7M 0.37%
72,095
-107,021
88
$32.7M 0.36%
735,316
+425,601
89
$32.6M 0.36%
80,639
+77,459
90
$32.5M 0.36%
380,505
-105,813
91
$32.2M 0.35%
192,153
+11,842
92
$32.2M 0.35%
1,086,930
+477,900
93
$32M 0.35%
83,028
+10,494
94
$32M 0.35%
323,442
+8,367
95
$31.9M 0.35%
275,241
+154,066
96
$31.4M 0.34%
558,952
-2,864
97
$31M 0.34%
257,803
-9,266
98
$30.7M 0.34%
59,460
-22,972
99
$30.3M 0.33%
+176,578
100
$30.2M 0.33%
354,977
+314,591
2 3
4
5 6