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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$83M
3
+$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1
+$115M
2
+$88.1M
3
+$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.34%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.6M 0.26%
+158,558
127
$26.5M 0.26%
+640,339
128
$26.5M 0.26%
78,593
129
$25.9M 0.25%
894,063
-197,701
130
$25M 0.24%
146,923
131
$25M 0.24%
27,237
+1,148
132
$24.9M 0.24%
249,977
+246,775
133
$24.9M 0.24%
43,421
+5,092
134
$24.9M 0.24%
214,274
135
$24.8M 0.24%
+289,053
136
$24.6M 0.24%
288,002
+183,023
137
$24.5M 0.24%
146,075
+121,617
138
$24.2M 0.24%
+766,907
139
$24.1M 0.23%
+1,191,032
140
$24.1M 0.23%
1,334,820
-375,683
141
$24M 0.23%
1,394,199
-1,510,733
142
$23.9M 0.23%
+327,730
143
$23.8M 0.23%
64,346
+63,396
144
$23.7M 0.23%
628,709
+308,425
145
$23M 0.22%
113,045
146
$23M 0.22%
80,853
+48,898
147
$22.9M 0.22%
129,981
-22,551
148
$22.9M 0.22%
+145,924
149
$22.9M 0.22%
419,109
+27,610
150
$22.2M 0.22%
1,149,694
-2,918,569
4 5
6
7 8