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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20M 0.24%
484,361
-250,955
127
$19.9M 0.24%
770,475
+567,246
128
$19.8M 0.24%
216,674
129
$19.7M 0.23%
2,560,826
130
$19.1M 0.23%
622,908
+68,066
131
$18.6M 0.22%
222,663
132
$18.4M 0.22%
+977,262
133
$18.3M 0.22%
131,184
134
$18.3M 0.22%
+629,820
135
$18.2M 0.22%
730,389
+26,849
136
$17.9M 0.21%
+113,299
137
$17.9M 0.21%
108,115
+44,008
138
$17.9M 0.21%
494,994
-19,000
139
$17.8M 0.21%
53,486
-6,569
140
$17.7M 0.21%
214,040
-173,185
141
$17.6M 0.21%
345,560
-4,096
142
$17.4M 0.21%
+1,330,000
143
$17.2M 0.2%
36,406
-1,238
144
$17.1M 0.2%
134,399
-189,539
145
$16.8M 0.2%
150,846
+33,833
146
$16.8M 0.2%
472,620
-69,388
147
$16.4M 0.2%
13,824
+2,360
148
$16.4M 0.19%
3,702,962
+470,038
149
$16.4M 0.19%
145,663
-87,368
150
$16.4M 0.19%
157,620
+7,932
4 5
6
7 8