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
$2.99B
AUM Growth
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$31.6M
3
+$23.8M
4
HRB icon
H&R Block
HRB
+$20.8M
5
TW icon
Tradeweb Markets
TW
+$16.9M

Top Sells

1
+$23.3M
2
+$17.8M
3
+$14.5M
4
MANU icon
Manchester United
MANU
+$12.8M
5
STNE icon
StoneCo
STNE
+$12.5M

Sector Composition

1 Consumer Discretionary 23.12%
2 Financials 17.72%
3 Technology 16.46%
4 Materials 9.75%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.31M 0.11%
+46,780
152
$3.28M 0.11%
13,093
153
$3.22M 0.11%
+56,796
154
$3.22M 0.11%
+65,803
155
$3.13M 0.1%
+97,030
156
$3.12M 0.1%
127,524
+14,498
157
$3.12M 0.1%
+715,000
158
$2.98M 0.1%
+107,036
159
$2.96M 0.1%
+127,243
160
$2.92M 0.1%
202,016
161
$2.82M 0.09%
5,769
-6,173
162
$2.81M 0.09%
195,009
163
$2.67M 0.09%
387,935
164
$2.4M 0.08%
13,053
-3,246
165
$2.35M 0.08%
219,559
166
$2.21M 0.07%
14,097
167
$2.18M 0.07%
42,679
+30,234
168
$2.16M 0.07%
162,540
-34,200
169
$2.16M 0.07%
24,424
+6,361
170
$2.04M 0.07%
+7,919
171
$1.95M 0.07%
+37,882
172
$1.79M 0.06%
9,023
+2,428
173
$1.78M 0.06%
8,310
+2,348
174
$1.75M 0.06%
190,350
175
$1.72M 0.06%
9,360
+2,644
5 6
7
8 9