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
$3.15B
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$20.9M
3 +$18.1M
4
HDB icon
HDFC Bank
HDB
+$15.5M
5
CPAY icon
Corpay
CPAY
+$14.2M

Top Sells

1 +$30.1M
2 +$18.6M
3 +$16.6M
4
MDT icon
Medtronic
MDT
+$14M
5
FISV
Fiserv Inc
FISV
+$13.3M

Sector Composition

1 Financials 22.12%
2 Consumer Discretionary 19.45%
3 Technology 14.6%
4 Industrials 12.74%
5 Materials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,423
202
-6,316
203
0
204
-30,000
205
-1,918
206
-2,710
207
-118,291
208
-11,080
209
-29,440
210
-4,546
211
-2,410
212
-19,697
213
-46,070
214
-28,696
215
-125,168
216
-23,484
217
-42,536
218
-5,553
219
-242,249
220
-200,180
221
-118,688
222
0
223
-8,334
224
-10,000
225
-17,010