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
176
$13M 0.15%
584,591
+331,021
177
$13M 0.15%
125,733
-69,187
178
$12.9M 0.15%
+197,307
179
$12.8M 0.15%
56,220
+22,858
180
$12.8M 0.15%
+406,003
181
$12.7M 0.15%
2,896,572
+976,176
182
$12.7M 0.15%
185,264
-595,420
183
$12.5M 0.15%
1,728,631
+1,385,658
184
$12.1M 0.14%
87,381
-178,360
185
$12M 0.14%
23,644
+9,572
186
$11.9M 0.14%
74,890
-94,317
187
$11.9M 0.14%
+211,299
188
$11.8M 0.14%
+188,150
189
$11.7M 0.14%
140,254
-8,395
190
$11.7M 0.14%
20,931
-11,665
191
$11M 0.13%
100,251
-1,287
192
$11M 0.13%
20,157
-54,366
193
$10.9M 0.13%
39,926
+15,408
194
$10.6M 0.13%
3,340,770
+17,800
195
$10.3M 0.12%
301,411
196
$10.3M 0.12%
253,875
-195,546
197
$10.2M 0.12%
235,619
-5,256
198
$10.2M 0.12%
357,002
-1,768,102
199
$9.96M 0.12%
13,018
-18,088
200
$9.6M 0.11%
+50,954
6 7
8
9 10