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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29M 0.27%
443,044
-94,338
127
$28.5M 0.27%
340,812
+27,019
128
$27.9M 0.26%
246,129
+229,378
129
$27.8M 0.26%
314,318
+87,312
130
$27.1M 0.26%
49,924
+197
131
$26.9M 0.25%
281,542
-405,320
132
$26.8M 0.25%
862,426
-34,826
133
$26.5M 0.25%
370,756
+177,078
134
$26.3M 0.25%
517,807
-1,022,807
135
$26.3M 0.25%
483,120
136
$26.2M 0.25%
163,605
137
$25.5M 0.24%
146,923
138
$25.5M 0.24%
31,029
-1,048
139
$25.1M 0.24%
922,609
-160,428
140
$25.1M 0.24%
1,943,403
-414,316
141
$23.8M 0.22%
2,213,532
-120,000
142
$23.7M 0.22%
256,347
+253,437
143
$23.2M 0.22%
554,685
-220,109
144
$23.1M 0.22%
176,418
-12,492
145
$23.1M 0.22%
130,661
+1,127
146
$23M 0.22%
411,367
+18,413
147
$22.4M 0.21%
852,723
+406,965
148
$22.2M 0.21%
68,999
+1,951
149
$21.9M 0.21%
153,892
-91,630
150
$21.8M 0.21%
155,873
-36,921
4 5
6
7 8