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
$3.15B
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$20.9M
3
+$18.1M
4
HDB icon
HDFC Bank
HDB
+$15.5M
5
CPAY icon
Corpay
CPAY
+$14.2M

Top Sells

1
+$30.1M
2
+$18.6M
3
+$16.6M
4
MDT icon
Medtronic
MDT
+$14M
5
FISV
Fiserv Inc
FISV
+$13.3M

Sector Composition

1 Financials 22.12%
2 Consumer Discretionary 19.45%
3 Technology 14.6%
4 Industrials 12.74%
5 Materials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7M 0.22%
145,005
+33,783
102
$6.67M 0.21%
89,860
103
$6.58M 0.21%
132,324
104
$6.33M 0.2%
170,197
105
$6.31M 0.2%
84,339
106
$6.07M 0.19%
294,537
-154,080
107
$6.04M 0.19%
238,835
-74,696
108
$6.03M 0.19%
39,081
109
$5.97M 0.19%
397,318
110
$5.74M 0.18%
70,457
+32,854
111
$5.5M 0.17%
250,315
112
$5.44M 0.17%
122,509
+23,936
113
$5.27M 0.17%
342,651
114
$5.04M 0.16%
56,046
115
$4.89M 0.15%
158,194
116
$4.83M 0.15%
+57,570
117
$4.69M 0.15%
22,557
-9,219
118
$4.69M 0.15%
29,752
-41,880
119
$4.59M 0.15%
27,761
-3,851
120
$4.48M 0.14%
232,693
121
$4.48M 0.14%
254,444
+51,726
122
$4.46M 0.14%
31,456
123
$4.45M 0.14%
364,073
+49,790
124
$4.44M 0.14%
33,460
125
$4.4M 0.14%
65,931
-65,584
3 4
5
6 7