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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14M 0.15%
149,688
-18,036
177
$13.9M 0.15%
778,840
+317,389
178
$13.6M 0.15%
160,876
-49,100
179
$13.3M 0.15%
96,942
+83,585
180
$13.2M 0.14%
300,744
-152,246
181
$13.2M 0.14%
101,538
-50,191
182
$13M 0.14%
37,110
+909
183
$12.8M 0.14%
109,772
+13,488
184
$12.4M 0.14%
148,649
-2,877
185
$12.4M 0.14%
34,072
-155,072
186
$12.3M 0.14%
96,850
+24,007
187
$12.3M 0.14%
145,700
+24,625
188
$12.2M 0.13%
120,185
+79,765
189
$12.1M 0.13%
64,107
+1,572
190
$11.9M 0.13%
301,411
+1,664
191
$11.8M 0.13%
19,341
-7,586
192
$11.5M 0.13%
117,013
+821
193
$11.3M 0.12%
23,058
+18,889
194
$11.2M 0.12%
74,000
+61,800
195
$11.2M 0.12%
+100,224
196
$11.1M 0.12%
+64,151
197
$11.1M 0.12%
47,251
+1,431
198
$11.1M 0.12%
240,875
-23,510
199
$11M 0.12%
+28,544
200
$10.6M 0.12%
+74,458
6 7
8
9 10