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
$9.15B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$88M
2
+$66.2M
3
+$65.3M
4
ALGN icon
Align Technology
ALGN
+$65.2M
5
META icon
Meta Platforms (Facebook)
META
+$61.6M

Top Sells

1
+$50.1M
2
+$44.4M
3
+$44M
4
CNC icon
Centene
CNC
+$41.3M
5
MCK icon
McKesson
MCK
+$39.1M

Sector Composition

1 Technology 30.37%
2 Financials 13.65%
3 Consumer Discretionary 11.31%
4 Industrials 9.18%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.2M 0.16%
1,139,386
-237,500
177
$14.1M 0.15%
+53,301
178
$13.6M 0.15%
+150,626
179
$13.4M 0.15%
2,374,340
180
$13.3M 0.15%
+221,713
181
$13.3M 0.15%
140,872
-16,855
182
$13.1M 0.14%
+169,877
183
$13.1M 0.14%
+261,629
184
$13.1M 0.14%
247,559
-173,202
185
$13M 0.14%
70,326
+15,077
186
$13M 0.14%
46,373
+16,486
187
$12.8M 0.14%
+141,986
188
$12.6M 0.14%
94,364
+84,158
189
$12.5M 0.14%
1,041,938
190
$12.5M 0.14%
301,464
-284,575
191
$12.3M 0.13%
502,344
+108,685
192
$12.3M 0.13%
106,839
-14,681
193
$12.1M 0.13%
365,012
-50,049
194
$11.9M 0.13%
+29,663
195
$11.6M 0.13%
+271,277
196
$11.5M 0.13%
+100,885
197
$11.3M 0.12%
140,168
198
$11.2M 0.12%
+117,100
199
$11M 0.12%
+436,545
200
$10.9M 0.12%
243,116
+63,574
6 7
8
9 10