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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.4M 0.16%
554,115
152
$15.2M 0.16%
+2,715,489
153
$15.2M 0.16%
191,921
+56,844
154
$14.9M 0.16%
216,302
155
$14.9M 0.16%
344,509
156
$14.8M 0.16%
+75,844
157
$14.8M 0.16%
+380,479
158
$14.7M 0.16%
+257,711
159
$14.6M 0.15%
935,401
+128,754
160
$14.5M 0.15%
+579,167
161
$14.5M 0.15%
+232,880
162
$14.1M 0.15%
+817,919
163
$14M 0.15%
50,725
+31,263
164
$14M 0.15%
+82,457
165
$14M 0.15%
84,000
+63,977
166
$13.9M 0.15%
18,363
+2,558
167
$13.7M 0.14%
+64,657
168
$13.7M 0.14%
150,260
+22,705
169
$13.4M 0.14%
+82,824
170
$13.4M 0.14%
+1,180,992
171
$13.4M 0.14%
555,858
+545,821
172
$13.3M 0.14%
+888,899
173
$13.3M 0.14%
+961,280
174
$13.2M 0.14%
333,850
+187,268
175
$13.1M 0.14%
+436,752
5 6
7
8 9