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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.2M 0.15%
81,841
177
$13M 0.14%
69,121
+30,962
178
$12.9M 0.14%
185,147
+44,979
179
$12.4M 0.14%
+182,222
180
$12.2M 0.14%
214,866
-6,847
181
$12.2M 0.13%
+292,676
182
$12M 0.13%
126,617
+87,715
183
$11.9M 0.13%
+649,736
184
$11.8M 0.13%
6,805,032
+94,899
185
$11.7M 0.13%
332,352
+30,888
186
$11.6M 0.13%
334,678
+246,622
187
$11.5M 0.13%
22,431
-13,859
188
$11.5M 0.13%
+206,882
189
$11.4M 0.13%
+136,103
190
$11.4M 0.13%
422,284
-14,261
191
$11.4M 0.13%
131,258
-81,969
192
$11.4M 0.13%
+145,188
193
$11.1M 0.12%
138,644
+43,873
194
$10.8M 0.12%
29,663
195
$10.6M 0.12%
489,589
-169,014
196
$10.6M 0.12%
+41,279
197
$10.5M 0.12%
897,046
+350,184
198
$10.2M 0.11%
272,622
-264,304
199
$10.2M 0.11%
90,910
-236,882
200
$10.2M 0.11%
184,211
-86,894
6 7
8
9 10