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
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$80.3M
3
+$77.4M
4
CAT icon
Caterpillar
CAT
+$70.8M
5
LNG icon
Cheniere Energy
LNG
+$70.7M

Top Sells

1
+$153M
2
+$135M
3
+$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.8M
5
VST icon
Vistra
VST
+$84.5M

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.32%
3 Financials 12.1%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.4M 0.33%
1,537,972
+882,984
102
$33.5M 0.32%
+1,217,623
103
$33.3M 0.32%
470,721
-132,245
104
$33M 0.32%
+99,643
105
$32.6M 0.31%
170,346
-6,472
106
$32.1M 0.31%
202,246
+196,532
107
$32.1M 0.31%
537,382
-95,690
108
$32M 0.31%
186,074
-12,260
109
$31.9M 0.3%
49,727
-26
110
$31.5M 0.3%
257,416
+82
111
$31.1M 0.3%
4,670,354
+2,561,190
112
$31.1M 0.3%
937,084
+782,362
113
$30.8M 0.29%
114,784
-15,296
114
$30.1M 0.29%
385,586
+126,333
115
$30.1M 0.29%
218,466
+8,375
116
$30.1M 0.29%
149,485
+116
117
$30.1M 0.29%
353,700
+258,168
118
$29.8M 0.28%
+379,709
119
$29.7M 0.28%
1,603,774
+281,410
120
$29.4M 0.28%
290,236
-10,009
121
$29.2M 0.28%
137,173
+27,929
122
$29M 0.28%
2,333,532
-2,054,615
123
$28.6M 0.27%
+897,252
124
$28.5M 0.27%
196,181
125
$28.4M 0.27%
129,534
-318
3 4
5
6 7