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
$2.29B
AUM Growth
-$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.2M
3
+$17M
4
TRU icon
TransUnion
TRU
+$16.7M
5
AMT icon
American Tower
AMT
+$13.9M

Top Sells

1
+$74.5M
2
+$47.2M
3
+$30.5M
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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0
202
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-230,454
203
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-205,918
204
– –
-82,989
205
– –
-62,962
206
– –
-243,029
207
– –
-56,250
208
– –
-200,723
209
– –
-29,436
210
– –
-197,461
211
– –
-17,172
5 6 7 8
9