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
$2.29B
AUM Growth
-$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.2M
3
+$17M
4
TRU icon
TransUnion
TRU
+$16.7M
5
AMT icon
American Tower
AMT
+$13.9M

Top Sells

1
+$74.5M
2
+$47.2M
3
+$30.5M
4
WEX icon
WEX
WEX
+$17.4M
5
CPAY icon
Corpay
CPAY
+$16.2M

Sector Composition

1 Consumer Discretionary 21.54%
2 Financials 17.75%
3 Technology 13.05%
4 Industrials 10.64%
5 Materials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.97M 0.13%
158,194
127
$2.92M 0.13%
142,773
128
$2.9M 0.13%
108,886
129
$2.87M 0.12%
+3,089
130
$2.82M 0.12%
+19,462
131
$2.79M 0.12%
224,063
+14,852
132
$2.78M 0.12%
232,693
133
$2.74M 0.12%
195,009
-1,794
134
$2.7M 0.12%
113,026
-54,936
135
$2.63M 0.11%
202,016
136
$2.6M 0.11%
242,864
+57,690
137
$2.55M 0.11%
196,740
-147,464
138
$2.44M 0.11%
13,093
-521
139
$2.33M 0.1%
52,576
+34,015
140
$2.22M 0.1%
52,229
141
$2.1M 0.09%
46,074
-1,838
142
$2.06M 0.09%
42,846
-18,166
143
$1.87M 0.08%
65,820
-345,743
144
$1.73M 0.07%
14,097
+2,288
145
$1.63M 0.07%
86,780
-69,382
146
$1.58M 0.07%
39,251
+7,795
147
$1.45M 0.06%
190,350
148
$1.39M 0.06%
+4,869
149
$1.33M 0.06%
11,130
+1,753
150
$1.29M 0.06%
18,063
+2,930
4 5
6
7 8