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
$2.29B
AUM Growth
-$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.2M
3
+$17M
4
TRU icon
TransUnion
TRU
+$16.7M
5
AMT icon
American Tower
AMT
+$13.9M

Top Sells

1
+$74.5M
2
+$47.2M
3
+$30.5M
4
WEX icon
WEX
WEX
+$17.4M
5
CPAY icon
Corpay
CPAY
+$16.2M

Sector Composition

1 Consumer Discretionary 21.54%
2 Financials 17.75%
3 Technology 13.05%
4 Industrials 10.64%
5 Materials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.56M 0.2%
806,937
+142,520
102
$4.48M 0.19%
158,100
103
$4.13M 0.18%
705,356
104
$4.09M 0.18%
254,444
105
$4.03M 0.17%
196,898
106
$3.92M 0.17%
250,315
107
$3.89M 0.17%
28,478
+717
108
$3.75M 0.16%
63,950
+40,510
109
$3.71M 0.16%
56,046
110
$3.61M 0.16%
98,859
111
$3.53M 0.15%
192,373
112
$3.53M 0.15%
60,750
113
$3.51M 0.15%
19,868
-194
114
$3.44M 0.15%
33,460
115
$3.32M 0.14%
+146,483
116
$3.3M 0.14%
+148,128
117
$3.26M 0.14%
16,299
-7,132
118
$3.25M 0.14%
+387,935
119
$3.23M 0.14%
26,435
+24,620
120
$3.22M 0.14%
227,639
+25,573
121
$3.21M 0.14%
324,500
+31,500
122
$3.18M 0.14%
+87,010
123
$3.07M 0.13%
37,994
-3,266
124
$3.05M 0.13%
+85,264
125
$3M 0.13%
45,810
-86,514
3 4
5
6 7