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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.9M 0.26%
152,869
+36,809
102
$24.6M 0.26%
+3,877,379
103
$24.5M 0.26%
+191,021
104
$24M 0.25%
+2,010,000
105
$24M 0.25%
+51,039
106
$24M 0.25%
+279,978
107
$23.8M 0.25%
583,244
+259,545
108
$23.3M 0.25%
+41,436
109
$23.1M 0.24%
+387,192
110
$23M 0.24%
+277,738
111
$22.9M 0.24%
+433,063
112
$22.4M 0.24%
162,338
-38,783
113
$22.2M 0.23%
62,318
+10,114
114
$22.2M 0.23%
88,406
+65,897
115
$22.1M 0.23%
942,715
+113,473
116
$22.1M 0.23%
668,180
+571,150
117
$22M 0.23%
233,966
+5,400
118
$21.5M 0.23%
80,306
+46,732
119
$21.3M 0.22%
204,853
120
$20.8M 0.22%
140,200
+114,462
121
$20.8M 0.22%
+998,695
122
$20.6M 0.22%
+2,256,060
123
$20.5M 0.22%
212,997
+56,368
124
$20.5M 0.22%
+263,056
125
$20.4M 0.21%
+811,041
3 4
5
6 7