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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.4M 0.4%
144,568
+40,948
77
$33.4M 0.4%
155,948
+105,169
78
$33.3M 0.4%
985,072
-163,802
79
$32.9M 0.39%
126,017
+123,034
80
$32.6M 0.39%
672,309
+449,409
81
$32.4M 0.38%
431,277
+328,745
82
$32M 0.38%
143,921
+136,682
83
$31.5M 0.37%
141,682
+11,219
84
$31.4M 0.37%
372,200
+226,500
85
$30.8M 0.37%
207,042
-276
86
$30.7M 0.36%
480,592
+100,087
87
$30.6M 0.36%
1,317,701
+1,236,603
88
$30.6M 0.36%
54,640
-9,553
89
$30M 0.36%
287,384
+29,581
90
$29.9M 0.36%
75,205
-5,434
91
$28.7M 0.34%
205,423
92
$28.3M 0.34%
64,841
-725
93
$28.2M 0.34%
68,753
-45,432
94
$28M 0.33%
107,844
+39,585
95
$28M 0.33%
58,203
+29,071
96
$27.3M 0.32%
127,518
-44,680
97
$26.8M 0.32%
+518,122
98
$26.8M 0.32%
1,153,368
+970,563
99
$26M 0.31%
72,858
+53,515
100
$25.6M 0.3%
190,322
-1,831
2 3
4
5 6