JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
-$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.2M
3
+$17M
4
TRU icon
TransUnion
TRU
+$16.7M
5
AMT icon
American Tower
AMT
+$13.9M

Top Sells

1
+$74.5M
2
+$47.2M
3
+$30.5M
4
WEX icon
WEX
WEX
+$17.4M
5
CPAY icon
Corpay
CPAY
+$16.2M

Sector Composition

1 Consumer Discretionary 21.54%
2 Financials 17.75%
3 Technology 13.05%
4 Industrials 10.64%
5 Materials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.05%
219,559
152
$1.23M 0.05%
1,064,200
-680,000
153
$1.17M 0.05%
10,819
-2,586
154
$1.15M 0.05%
11,820
+1,580
155
$1.1M 0.05%
3,471
+520
156
$1.07M 0.05%
13,832
+598
157
$1.04M 0.05%
6,716
+1,057
158
$1.03M 0.04%
6,595
+1,057
159
$1M 0.04%
+22,733
160
$974K 0.04%
5,962
+938
161
$935K 0.04%
6,985
-62,348
162
$824K 0.04%
1,193
+187
163
$806K 0.03%
8,065
+1,270
164
$777K 0.03%
5,064
+798
165
$776K 0.03%
38,000
166
$651K 0.03%
+30,846
167
$630K 0.03%
6,970
+253
168
$605K 0.03%
39,657
-234,424
169
$591K 0.03%
83,970
-67,960
170
$590K 0.03%
3,923
+617
171
$585K 0.03%
5,503
172
$558K 0.02%
6,469
-82,868
173
$537K 0.02%
12,445
-36,662
174
$508K 0.02%
3,190
+502
175
$422K 0.02%
7,094
-296
5 6
7
8 9