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
176
$1.69M 0.06%
+40,266
177
$1.57M 0.05%
12,193
+1,063
178
$1.55M 0.05%
+4,225
179
$1.54M 0.05%
11,329
+3,918
180
$1.47M 0.05%
19,346
+12,252
181
$1.45M 0.05%
+31,880
182
$1.44M 0.05%
+7,425
183
$1.42M 0.05%
+4,856
184
$1.41M 0.05%
+14,900
185
$1.41M 0.05%
10,819
186
$1.4M 0.05%
+47,132
187
$1.38M 0.05%
+64,378
188
$1.38M 0.05%
+19,125
189
$1.37M 0.05%
+22,828
190
$1.37M 0.05%
+13,590
191
$1.36M 0.05%
7,059
+1,995
192
$1.34M 0.04%
1,663
+470
193
$1.33M 0.04%
+22,556
194
$1.33M 0.04%
+23,172
195
$1.27M 0.04%
+5,307
196
$1.24M 0.04%
+21,404
197
$1.21M 0.04%
34,902
-4,349
198
$1.21M 0.04%
13,832
199
$1.2M 0.04%
47,427
-39,353
200
$1.18M 0.04%
9,300
-36,725
6 7
8
9 10