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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17.1M 0.16%
323,391
-831,096
177
$16.7M 0.16%
442,715
+46,115
178
$16.5M 0.16%
733,626
+230,032
179
$16.1M 0.15%
10,691,443
+2,691,105
180
$15.7M 0.15%
223,512
+9,943
181
$15.4M 0.15%
+154,765
182
$15.2M 0.14%
+809,613
183
$14.9M 0.14%
1,798,371
-18,036
184
$14.4M 0.14%
480,000
+374,800
185
$14.4M 0.14%
873,047
+341,939
186
$14M 0.13%
195,811
+10,687
187
$13.9M 0.13%
30,799
+15,230
188
$13.4M 0.13%
+156,165
189
$13M 0.12%
129,528
+115,088
190
$12.8M 0.12%
92,766
-402,872
191
$12.6M 0.12%
182,990
+58,997
192
$12.1M 0.11%
+102,305
193
$12M 0.11%
+224,992
194
$11.5M 0.11%
741,675
-67,685
195
$11.5M 0.11%
+73,778
196
$11.3M 0.11%
+61,856
197
$11.1M 0.1%
+798,583
198
$10.6M 0.1%
64,259
+50,540
199
$10.6M 0.1%
255,680
+39,223
200
$10.5M 0.1%
175,645
+129,360
6 7
8
9 10