JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$31.6M
3
+$23.8M
4
HRB icon
H&R Block
HRB
+$20.8M
5
TW icon
Tradeweb Markets
TW
+$16.9M

Top Sells

1
+$23.3M
2
+$17.8M
3
+$14.5M
4
MANU icon
Manchester United
MANU
+$12.8M
5
STNE icon
StoneCo
STNE
+$12.5M

Sector Composition

1 Consumer Discretionary 23.12%
2 Financials 17.72%
3 Technology 16.46%
4 Materials 9.75%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.16M 0.04%
5,468
+1,545
202
$1.13M 0.04%
+10,797
203
$1.08M 0.04%
38,000
204
$1.04M 0.03%
+7,459
205
$993K 0.03%
+5,306
206
$901K 0.03%
+7,431
207
$876K 0.03%
+10,367
208
$839K 0.03%
4,446
+1,256
209
$835K 0.03%
+60,425
210
$806K 0.03%
+2,325
211
$767K 0.03%
10,235
-12,498
212
$733K 0.02%
+95,494
213
$705K 0.02%
+6,365
214
$680K 0.02%
+20,605
215
$675K 0.02%
+10,798
216
$638K 0.02%
6,970
217
$625K 0.02%
5,503
218
$443K 0.01%
+2,704
219
$442K 0.01%
+5,006
220
$428K 0.01%
+15,800
221
$427K 0.01%
+37,132
222
$419K 0.01%
+6,798
223
$412K 0.01%
73,970
-10,000
224
$402K 0.01%
+1,327
225
$400K 0.01%
+5,640
7 8
9
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