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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.8M 0.29%
467,555
+449,167
102
$25.7M 0.28%
+183,500
103
$25.6M 0.28%
140,061
-642
104
$25.5M 0.28%
85,691
+7,787
105
$25.1M 0.28%
620,772
+118,751
106
$25M 0.28%
149,511
-18,146
107
$24.7M 0.27%
+90,593
108
$24.7M 0.27%
283,988
+21,040
109
$24.6M 0.27%
2,364,171
+38,784
110
$24.5M 0.27%
1,633,093
+604,823
111
$24.5M 0.27%
61,404
-11,032
112
$24.3M 0.27%
197,008
+47,694
113
$24.3M 0.27%
+262,321
114
$24.2M 0.27%
1,050,391
+463,194
115
$24M 0.27%
49,351
-87,651
116
$23.8M 0.26%
6,084,216
-575,093
117
$23.7M 0.26%
550,000
118
$23.7M 0.26%
439,212
119
$23.5M 0.26%
136,259
120
$23.3M 0.26%
1,452,299
+145,700
121
$23M 0.25%
158,260
-128,144
122
$22.8M 0.25%
195,303
123
$22.7M 0.25%
10,246,050
+5,017,119
124
$22.5M 0.25%
168,593
+865
125
$22.3M 0.25%
900,964
-37,258
3 4
5
6 7