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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.7M 0.41%
+636,440
77
$36.2M 0.4%
+1,291,353
78
$36M 0.4%
238,293
-119,877
79
$35.2M 0.39%
693,966
-96,272
80
$33.8M 0.37%
572,051
+32,732
81
$33.4M 0.37%
3,988,147
+1,588,147
82
$32.6M 0.36%
243,007
+210,333
83
$32M 0.35%
258,068
+44,646
84
$31.7M 0.35%
56,663
-9,530
85
$31.4M 0.35%
1,171,070
+1,023,504
86
$30.2M 0.33%
348,232
+342,319
87
$30.1M 0.33%
704,143
-32,691
88
$30M 0.33%
660,318
-495,779
89
$29.8M 0.33%
175,908
+31,462
90
$28.9M 0.32%
694,934
-105
91
$28.6M 0.32%
200,942
92
$28M 0.31%
63,994
-25,142
93
$27.7M 0.31%
102,192
+507
94
$27.7M 0.31%
53,257
+8,016
95
$27.4M 0.3%
159,834
+106,676
96
$27.1M 0.3%
667,235
-241,581
97
$26.7M 0.3%
198,525
98
$26.6M 0.29%
130,046
+20,150
99
$26.6M 0.29%
1,276,216
+4,932
100
$26.5M 0.29%
406,671
-55,875
2 3
4
5 6