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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.6M 0.2%
84,628
+13,597
152
$21.3M 0.2%
52,339
-836
153
$21M 0.2%
78,949
-154,431
154
$20.7M 0.2%
113,045
-24,128
155
$20.7M 0.2%
205,362
+1,335
156
$20.5M 0.19%
36,284
157
$20.3M 0.19%
690,642
+586,649
158
$20.2M 0.19%
92,005
+11,112
159
$20M 0.19%
621,044
+83,524
160
$19.7M 0.19%
87,350
-9,252
161
$19.7M 0.19%
310,031
+83,889
162
$19.7M 0.19%
1,276,266
-362,256
163
$19.5M 0.18%
150,990
+82,371
164
$19M 0.18%
+380,861
165
$19M 0.18%
+184,548
166
$18.9M 0.18%
286,051
-1,534
167
$18.8M 0.18%
20,819
+407
168
$18.7M 0.18%
507,059
-166,520
169
$18.7M 0.18%
1,183,957
+291,263
170
$18.6M 0.18%
894,921
+138,761
171
$18.4M 0.17%
462,315
-3,007
172
$17.6M 0.17%
540,696
-203,773
173
$17.5M 0.17%
566,089
-78,013
174
$17.4M 0.16%
953,191
175
$17.2M 0.16%
1,060,840
-542,934
5 6
7
8 9