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
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$80.3M
3
+$77.4M
4
CAT icon
Caterpillar
CAT
+$70.8M
5
LNG icon
Cheniere Energy
LNG
+$70.7M

Top Sells

1
+$153M
2
+$135M
3
+$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.8M
5
VST icon
Vistra
VST
+$84.5M

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.32%
3 Financials 12.1%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17M 0.16%
213,569
+167
177
$16.7M 0.16%
+953,191
178
$16.4M 0.16%
141,064
+77,781
179
$16.3M 0.16%
96,602
+69
180
$15.9M 0.15%
267,269
-113,399
181
$15.9M 0.15%
20,412
+8,101
182
$15.8M 0.15%
892,694
+193,981
183
$15.2M 0.15%
98,608
184
$15M 0.14%
537,520
+36,548
185
$14.8M 0.14%
786,433
+531,224
186
$14.5M 0.14%
66,250
+5,957
187
$14.5M 0.14%
193,678
-108,330
188
$14.3M 0.14%
+226,142
189
$14.3M 0.14%
+34,716
190
$14.1M 0.13%
1,816,407
-499,284
191
$13.9M 0.13%
+1,905,700
192
$13.8M 0.13%
64,163
-1,085
193
$13.4M 0.13%
101,290
+26,220
194
$13.4M 0.13%
76,144
-75,925
195
$13.3M 0.13%
396,600
+164,855
196
$12.9M 0.12%
809,360
-34,571
197
$12.9M 0.12%
1,479,964
-790,078
198
$12.9M 0.12%
816,911
+470,987
199
$12.8M 0.12%
+445,758
200
$12.6M 0.12%
78,514
-20,330
6 7
8
9 10