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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.9M 0.33%
225,600
-5,000
102
$29.6M 0.32%
180,080
+61,680
103
$29.3M 0.32%
103,620
-100,597
104
$29.1M 0.32%
1,031,080
-252,648
105
$28.9M 0.32%
233,031
+151,156
106
$28.4M 0.31%
31,106
+8,438
107
$27.9M 0.31%
205,423
+1,060
108
$27.7M 0.3%
341,956
+6,020
109
$26.6M 0.29%
223,114
+1,296
110
$26.5M 0.29%
206,800
+19,897
111
$26.4M 0.29%
190,633
+2,068
112
$26.1M 0.29%
440,166
+2,750
113
$26M 0.29%
113,811
+104,108
114
$26M 0.28%
516,443
+23,008
115
$25.3M 0.28%
131,184
+764
116
$24.6M 0.27%
490,317
+100,788
117
$23.4M 0.26%
+169,207
118
$23.3M 0.26%
513,994
+190,780
119
$23.3M 0.26%
697,488
+407,437
120
$23.2M 0.25%
194,920
-192,211
121
$22.7M 0.25%
145,744
+33,614
122
$22.3M 0.24%
923,672
-653,899
123
$22.3M 0.24%
60,055
+31,827
124
$22.3M 0.24%
+165,548
125
$22.1M 0.24%
252,595
+8,044
3 4
5
6 7