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
$8.43B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$45.2M
3
+$43.2M
4
WBA
Walgreens Boots Alliance
WBA
+$38.7M
5
LH icon
Labcorp
LH
+$37.8M

Top Sells

1
+$67.4M
2
+$54.3M
3
+$54.3M
4
BSX icon
Boston Scientific
BSX
+$52.8M
5
VICI icon
VICI Properties
VICI
+$50.3M

Sector Composition

1 Technology 23.52%
2 Financials 14.25%
3 Consumer Discretionary 12.44%
4 Healthcare 12.35%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.3M 0.19%
431,366
-37,570
152
$16.2M 0.19%
36,143
+7,599
153
$16.1M 0.19%
96,235
-2,388
154
$15.8M 0.19%
381,688
+349,910
155
$15.5M 0.18%
9,822,580
-1,031,344
156
$15.5M 0.18%
276,750
+264,887
157
$15.1M 0.18%
127,476
-10,831
158
$15M 0.18%
176,220
-46,894
159
$14.9M 0.18%
170,095
160
$14.9M 0.18%
59,520
+22,410
161
$14.8M 0.18%
36,000
+3,754
162
$14.5M 0.17%
197,027
163
$14.3M 0.17%
123,502
+18,382
164
$14.2M 0.17%
96,850
165
$13.9M 0.16%
105,093
+8,151
166
$13.8M 0.16%
45,878
+11,806
167
$13.8M 0.16%
78,190
+30,939
168
$13.7M 0.16%
563,524
+258,585
169
$13.7M 0.16%
48,816
-8,956
170
$13.4M 0.16%
40,700
-42,328
171
$13.4M 0.16%
153,200
-170,242
172
$13.3M 0.16%
+285,285
173
$13.2M 0.16%
96,210
-80,368
174
$13.1M 0.16%
95,690
-50,054
175
$13.1M 0.16%
316,679
+130,045
5 6
7
8 9