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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.4M 0.3%
543,815
+53,498
102
$25.3M 0.3%
190,633
103
$25.2M 0.3%
923,840
-163,090
104
$24.9M 0.3%
218,548
-330,116
105
$24.8M 0.29%
165,000
+91,000
106
$24.5M 0.29%
+352,839
107
$24.5M 0.29%
5,294,331
+493,368
108
$24.2M 0.29%
203,873
+38,325
109
$24.1M 0.29%
3,662,422
+3,297,791
110
$23.7M 0.28%
71,007
+65,966
111
$23.6M 0.28%
1,876,727
+155,771
112
$23.1M 0.27%
151,187
+23,498
113
$22.9M 0.27%
300,255
+93,455
114
$22.1M 0.26%
+92,422
115
$21.9M 0.26%
1,184,532
116
$21.9M 0.26%
435,396
-123,556
117
$21.8M 0.26%
332,694
-9,262
118
$21.7M 0.26%
+759,582
119
$21.2M 0.25%
1,012,068
+887,943
120
$20.7M 0.25%
312,572
+37,642
121
$20.6M 0.24%
330,185
+287,091
122
$20.3M 0.24%
169,967
+50,969
123
$20.3M 0.24%
281,801
+29,206
124
$20M 0.24%
440,166
125
$20M 0.24%
101,398
+41,343
3 4
5
6 7