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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$83M
3 +$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1 +$115M
2 +$88.1M
3 +$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.34%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$21.5M 0.21%
232,651
-3,935
152
$21.3M 0.21%
102,458
-15,513
153
$21.3M 0.21%
548,237
+536,305
154
$21.2M 0.21%
347,611
+38,821
155
$21.2M 0.21%
455,120
+131,626
156
$20.9M 0.2%
+160,030
157
$20.9M 0.2%
144,402
+143,034
158
$20.8M 0.2%
179,585
+32,810
159
$20.4M 0.2%
331,725
-230,171
160
$20.4M 0.2%
45,819
-108,721
161
$19.9M 0.19%
84,628
162
$19.9M 0.19%
+1,053,261
163
$19.8M 0.19%
620,674
-152,668
164
$19.8M 0.19%
746,509
+638,259
165
$19.6M 0.19%
43,213
-24,813
166
$18.9M 0.18%
36,284
167
$18.3M 0.18%
315,973
+126,709
168
$18.2M 0.18%
+75,702
169
$18.1M 0.18%
71,539
+65,903
170
$17.9M 0.17%
1,715,797
-377,735
171
$17.6M 0.17%
+3,731,852
172
$17.5M 0.17%
1,691,890
-2,161,717
173
$17.4M 0.17%
235,589
-50,462
174
$17.1M 0.17%
70,617
-26,077
175
$16.9M 0.16%
114,184
+38,524