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
$9.15B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$88M
2
+$66.2M
3
+$65.3M
4
ALGN icon
Align Technology
ALGN
+$65.2M
5
META icon
Meta Platforms (Facebook)
META
+$61.6M

Top Sells

1
+$50.1M
2
+$44.4M
3
+$44M
4
CNC icon
Centene
CNC
+$41.3M
5
MCK icon
McKesson
MCK
+$39.1M

Sector Composition

1 Technology 30.37%
2 Financials 13.65%
3 Consumer Discretionary 11.31%
4 Industrials 9.18%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.2M 0.24%
519,150
+412,800
127
$22.1M 0.24%
304,540
+1,420
128
$21.6M 0.24%
1,306,599
+327,400
129
$21.1M 0.23%
167,728
+81,625
130
$20.9M 0.23%
149,314
+130,367
131
$20.9M 0.23%
+1,665,972
132
$20.7M 0.23%
392,342
+222,474
133
$20.3M 0.22%
109,896
-8,740
134
$20.2M 0.22%
213,227
-43,392
135
$20.2M 0.22%
195,303
+76,768
136
$20.1M 0.22%
333,098
137
$20M 0.22%
100,264
+96,794
138
$20M 0.22%
+291,855
139
$19.3M 0.21%
+91,158
140
$19M 0.21%
938,222
-879,272
141
$18.6M 0.2%
94,551
+8,460
142
$18.5M 0.2%
+110,284
143
$18.4M 0.2%
644,102
+2,168
144
$18.3M 0.2%
179,568
-2,475
145
$18.1M 0.2%
15,300
+374
146
$18.1M 0.2%
62,069
147
$17.9M 0.2%
+342,489
148
$17.9M 0.2%
+278,535
149
$17.8M 0.19%
213,019
+96,638
150
$17.7M 0.19%
344,434
+337,354
4 5
6
7 8