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
$3.15B
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$20.9M
3
+$18.1M
4
HDB icon
HDFC Bank
HDB
+$15.5M
5
CPAY icon
Corpay
CPAY
+$14.2M

Top Sells

1
+$30.1M
2
+$18.6M
3
+$16.6M
4
MDT icon
Medtronic
MDT
+$14M
5
FISV
Fiserv Inc
FISV
+$13.3M

Sector Composition

1 Financials 22.12%
2 Consumer Discretionary 19.45%
3 Technology 14.6%
4 Industrials 12.74%
5 Materials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.38M 0.14%
98,859
-60,538
127
$4.36M 0.14%
61,012
+22,956
128
$4.36M 0.14%
50,008
-23,300
129
$4.34M 0.14%
+171,020
130
$4.29M 0.14%
17,049
131
$4.22M 0.13%
29,423
132
$4.18M 0.13%
+196,898
133
$4.17M 0.13%
219,559
134
$4.08M 0.13%
185,174
135
$4.03M 0.13%
135,845
+9,164
136
$4.02M 0.13%
202,016
+23,122
137
$4.01M 0.13%
556,702
138
$3.99M 0.13%
192,373
139
$3.97M 0.13%
142,773
140
$3.94M 0.13%
52,229
141
$3.79M 0.12%
+124,936
142
$3.77M 0.12%
39,900
+30,700
143
$3.76M 0.12%
59,060
+16,621
144
$3.51M 0.11%
60,750
145
$3.33M 0.11%
141,930
146
$3.26M 0.1%
196,803
147
$3.17M 0.1%
49,123
148
$3.08M 0.1%
+24,911
149
$3.02M 0.1%
323,111
150
$2.99M 0.09%
230,454
4 5
6
7 8