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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.3M 0.21%
241,156
-139,402
127
$19.7M 0.21%
155,716
-3,831
128
$19.6M 0.21%
62,893
+61,648
129
$19.3M 0.2%
+1,026,916
130
$19M 0.2%
844,430
+780,052
131
$18.9M 0.2%
+757,898
132
$18.7M 0.2%
+1,350,486
133
$18.6M 0.2%
221,142
-12,285
134
$18.2M 0.19%
398,767
+232,126
135
$18.2M 0.19%
+355,209
136
$17.9M 0.19%
+6,807,757
137
$17.9M 0.19%
94,933
-61,770
138
$17.6M 0.19%
295,304
+199,076
139
$17.5M 0.18%
187,576
140
$17.5M 0.18%
+316,890
141
$17.1M 0.18%
+601,815
142
$16.9M 0.18%
107,160
+49,087
143
$16.9M 0.18%
+1,966,670
144
$16.5M 0.17%
545,717
+112,434
145
$16.4M 0.17%
132,042
-31,303
146
$16.4M 0.17%
+1,930,395
147
$16.1M 0.17%
+64,008
148
$16.1M 0.17%
312,510
+194,364
149
$15.9M 0.17%
240,680
150
$15.7M 0.17%
259,321
4 5
6
7 8