JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22M 0.24%
467,007
-113,401
127
$21.5M 0.24%
349,656
+3,101
128
$21.3M 0.23%
162,980
-78,010
129
$21.2M 0.23%
440,731
-195,652
130
$20.8M 0.23%
127,689
-2,457
131
$20.5M 0.22%
542,008
+996
132
$20.4M 0.22%
468,936
-33,476
133
$20.2M 0.22%
105,120
-189,560
134
$20.1M 0.22%
1,720,956
+183,694
135
$20.1M 0.22%
4,800,963
136
$20M 0.22%
57,772
-85,293
137
$19.9M 0.22%
68,259
+437
138
$19.7M 0.22%
+29,966
139
$19.7M 0.22%
482,445
+312,155
140
$19.6M 0.22%
222,663
+2,279
141
$19.5M 0.21%
216,674
+1,296
142
$19.5M 0.21%
138,307
+17,773
143
$19.5M 0.21%
1,184,532
144
$19.4M 0.21%
118,998
+1,834
145
$19.3M 0.21%
276,489
+205,038
146
$19.2M 0.21%
10,853,924
+2,229,373
147
$19M 0.21%
274,930
+8,382
148
$19M 0.21%
69,203
+3,042
149
$18.9M 0.21%
73,441
+43,941
150
$18.7M 0.21%
29,132
+11,598
4 5
6
7 8