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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$83M
3 +$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1 +$115M
2 +$88.1M
3 +$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.34%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$16.6M 0.16%
1,374,464
+849,977
177
$16.4M 0.16%
21,181
-5,812
178
$16.1M 0.16%
1,035,495
-2,624,314
179
$15.8M 0.15%
26,690
+13
180
$15.8M 0.15%
347,497
-168,814
181
$15.7M 0.15%
428,744
-48,447
182
$15.6M 0.15%
581,300
+334,200
183
$15.5M 0.15%
1,155,242
+313,797
184
$15.5M 0.15%
389,285
+59,504
185
$15.4M 0.15%
87,350
186
$15.4M 0.15%
+497,915
187
$14.9M 0.15%
69,483
+780
188
$14.7M 0.14%
12,454,010
+1,609,314
189
$14.6M 0.14%
154,187
-13,122
190
$14.6M 0.14%
59,100
-16,809
191
$14.3M 0.14%
392,853
+225,215
192
$14.3M 0.14%
+168,680
193
$14.2M 0.14%
131,561
-21,952
194
$14.1M 0.14%
+76,905
195
$14M 0.14%
419,951
-1,817,061
196
$14M 0.14%
66,495
-120,112
197
$13.9M 0.14%
535,858
+247,460
198
$13.6M 0.13%
+243,978
199
$13.6M 0.13%
429,732
-217,026
200
$13.6M 0.13%
+46,090