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
$12B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$119M
2 +$107M
3 +$105M
4
JNJ icon
Johnson & Johnson
JNJ
+$93M
5
WAT icon
Waters Corp
WAT
+$75.7M

Top Sells

1 +$111M
2 +$105M
3 +$103M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$97.9M
5
GM icon
General Motors
GM
+$86.9M

Sector Composition

1 Technology 29.91%
2 Financials 12.66%
3 Communication Services 10.71%
4 Healthcare 9.92%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVLT icon
176
Commault Systems
CVLT
$5.63B
$17.5M 0.15%
100,308
-154,498
ALC icon
177
Alcon
ALC
$39.3B
$17.4M 0.15%
+197,150
SBH icon
178
Sally Beauty Holdings
SBH
$1.45B
$17.4M 0.15%
1,876,396
RDDT icon
179
Reddit
RDDT
$38.4B
$17.3M 0.14%
114,572
+10,016
BBWI icon
180
Bath & Body Works
BBWI
$4.62B
$17M 0.14%
568,702
-24,162
BFH icon
181
Bread Financial
BFH
$2.92B
$17M 0.14%
298,010
-208,158
DAVE icon
182
Dave Inc
DAVE
$3.26B
$17M 0.14%
63,252
+30,618
QFIN icon
183
Qfin Holdings
QFIN
$3.08B
$16.9M 0.14%
390,200
+377,100
AEP icon
184
American Electric Power
AEP
$65.7B
$16.8M 0.14%
+162,373
NEWP
185
New Pacific Metals
NEWP
$452M
$16.8M 0.14%
12,454,010
LLY icon
186
Eli Lilly
LLY
$911B
$16.7M 0.14%
21,449
+390
ULTA icon
187
Ulta Beauty
ULTA
$24B
$16.7M 0.14%
+35,721
CADE icon
188
Cadence Bank
CADE
$7.24B
$16.7M 0.14%
+522,143
APTV icon
189
Aptiv
APTV
$17.9B
$16.5M 0.14%
241,376
-4,703
JOYY
190
JOYY Inc
JOYY
$3.07B
$16.4M 0.14%
321,900
+1,700
UAA icon
191
Under Armour
UAA
$2.04B
$16.3M 0.14%
2,379,513
+1,698,467
CDP icon
192
COPT Defense Properties
CDP
$3.29B
$15.9M 0.13%
576,016
-147,737
ORA icon
193
Ormat Technologies
ORA
$6.77B
$15.6M 0.13%
185,822
-3,531
TW icon
194
Tradeweb Markets
TW
$23.5B
$15.3M 0.13%
104,839
+29,629
EBC icon
195
Eastern Bankshares
EBC
$3.98B
$15.3M 0.13%
1,001,190
+774,553
FFIN icon
196
First Financial Bankshares
FFIN
$4.49B
$15.2M 0.13%
422,245
+325,572
YOU icon
197
Clear Secure
YOU
$3.73B
$15.1M 0.13%
+543,579
PLMR icon
198
Palomar
PLMR
$3.51B
$14.8M 0.12%
95,638
BRK.B icon
199
Berkshire Hathaway Class B
BRK.B
$1.08T
$14.2M 0.12%
29,130
PAYC icon
200
Paycom
PAYC
$9.21B
$14M 0.12%
+60,647