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JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
-$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$25.1M
3
+$21.7M
4
LIN icon
Linde
LIN
+$19M
5
HRB icon
H&R Block
HRB
+$18.7M

Top Sells

1
+$101M
2
+$49M
3
+$48.7M
4
WEX icon
WEX
WEX
+$17.4M
5
CPAY icon
Corpay
CPAY
+$16.2M

Sector Composition

1 Consumer Discretionary 21.54%
2 Financials 17.75%
3 Technology 13.05%
4 Industrials 10.64%
5 Materials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-29,436
203
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-197,461
204
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-17,172
205
– –
-11,768
206
– –
-53,423
207
– –
-358,674
208
– –
-39,081
209
– –
-2,135,239
210
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0
211
– –
-205,918
5 6 7 8
9