JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$92.3M
2
+$80.7M
3
+$77.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$76.5M
5
ALLY icon
Ally Financial
ALLY
+$75.2M

Top Sells

1
+$98.7M
2
+$83.7M
3
+$82.4M
4
DASH icon
DoorDash
DASH
+$79.4M
5
FHN icon
First Horizon
FHN
+$66.8M

Sector Composition

1 Technology 24.13%
2 Financials 15.06%
3 Consumer Discretionary 11.44%
4 Healthcare 9.68%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$31.3M 0.27%
175,166
-10,908
127
$31.3M 0.27%
68,026
+15,687
128
$30.8M 0.27%
+116,708
129
$30.3M 0.27%
152,532
+21,871
130
$29.7M 0.26%
261,729
+258,700
131
$29.7M 0.26%
231,136
+77,244
132
$29.6M 0.26%
778,605
+772,451
133
$29.3M 0.26%
222,775
-23,354
134
$28.9M 0.25%
214,274
135
$28.9M 0.25%
391,654
+20,898
136
$28.8M 0.25%
257,685
-23,857
137
$28.6M 0.25%
468,131
-14,989
138
$28.4M 0.25%
2,093,532
-120,000
139
$28.3M 0.25%
117,971
-72,887
140
$27.6M 0.24%
480,556
-37,251
141
$26.5M 0.23%
236,586
+31,224
142
$26M 0.23%
1,710,503
+911,920
143
$26M 0.23%
760,087
+497,566
144
$25.9M 0.23%
146,923
145
$25.5M 0.22%
411,367
146
$25.5M 0.22%
+144,449
147
$25.4M 0.22%
255,561
-229,459
148
$25.3M 0.22%
404,583
+94,552
149
$25M 0.22%
78,593
+9,594
150
$24.9M 0.22%
96,694
+4,689
4 5
6
7 8