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
$10.1B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$71.4M
2 +$64M
3 +$60.8M
4
PEG icon
Public Service Enterprise Group
PEG
+$50.8M
5
LOGI icon
Logitech
LOGI
+$48.6M

Top Sells

1 +$154M
2 +$86.8M
3 +$79.2M
4
KD icon
Kyndryl
KD
+$78M
5
BLDR icon
Builders FirstSource
BLDR
+$73.2M

Sector Composition

1 Technology 28.03%
2 Financials 12.41%
3 Consumer Discretionary 12.02%
4 Healthcare 10.36%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25.8M 0.26%
195,303
127
$25.5M 0.25%
345,339
+163,117
128
$25.5M 0.25%
181,169
-173
129
$25.4M 0.25%
166,485
-2,108
130
$25.1M 0.25%
225,290
+158,917
131
$24.9M 0.25%
+209,610
132
$24.7M 0.25%
2,364,171
133
$24.6M 0.24%
+180,904
134
$24.6M 0.24%
304,313
-102,358
135
$24.5M 0.24%
688,432
+514,534
136
$24.5M 0.24%
717,522
+669,332
137
$24.4M 0.24%
644,102
138
$24.3M 0.24%
66,995
-18,696
139
$24M 0.24%
300,245
-17
140
$23.9M 0.24%
+710,723
141
$23.4M 0.23%
37,125
-7,697
142
$23.3M 0.23%
43,988
-45
143
$23.1M 0.23%
+1,344,932
144
$23.1M 0.23%
+450,028
145
$22.8M 0.23%
109,244
-27,015
146
$22.4M 0.22%
+163,189
147
$21.9M 0.22%
+913,832
148
$21.8M 0.22%
146,847
+131
149
$21.4M 0.21%
72,436
-18,157
150
$20.8M 0.21%
339,627