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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$83M
3
+$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1
+$115M
2
+$88.1M
3
+$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.33%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43M 0.42%
217,835
-23,580
77
$42.9M 0.42%
+480,960
78
$42.8M 0.42%
3,154,829
79
$42.1M 0.41%
453,482
-948,853
80
$41.4M 0.4%
400,418
+352,578
81
$40.7M 0.4%
97,240
-7,713
82
$40.5M 0.4%
281,452
+242,651
83
$39.5M 0.39%
10,792,069
+99,900
84
$39.1M 0.38%
31,917
-4,239
85
$39M 0.38%
470,454
-144,778
86
$38.2M 0.37%
430,596
-4,147
87
$38.2M 0.37%
4,193,102
-603,842
88
$37.7M 0.37%
432,512
-138,472
89
$37.6M 0.37%
506,351
+314,931
90
$37.1M 0.36%
1,058,753
+47,827
91
$36.8M 0.36%
408,119
-143,476
92
$36.7M 0.36%
+580,982
93
$36.7M 0.36%
7,429,594
-230,000
94
$35.5M 0.35%
1,760,566
-189,575
95
$35.2M 0.34%
233,025
-9,885
96
$34.3M 0.33%
856,632
-1,272,958
97
$34.1M 0.33%
247,615
-39,879
98
$33.7M 0.33%
317,893
-566,057
99
$33.6M 0.33%
597,091
-186,524
100
$33.4M 0.33%
268,118
-31,863
2 3
4
5 6