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
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$319M
2
+$305M
3
+$266M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$164M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.9M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.6M 0.11%
+191,926
202
$10.6M 0.11%
227,082
-141,861
203
$10.6M 0.11%
+445,154
204
$10.4M 0.11%
+284,952
205
$10.3M 0.11%
+80,452
206
$10.2M 0.11%
299,996
207
$10.2M 0.11%
120,670
+58,240
208
$10.2M 0.11%
31,147
-37,072
209
$10.1M 0.11%
+137,958
210
$9.94M 0.11%
+240,322
211
$9.73M 0.1%
207,175
+169,293
212
$9.66M 0.1%
208,925
+50,205
213
$9.42M 0.1%
19,233
+8,142
214
$9.33M 0.1%
23,612
+336
215
$9.33M 0.1%
+327,250
216
$9.28M 0.1%
165,742
217
$9.25M 0.1%
109,312
218
$9.21M 0.1%
+297,104
219
$9.09M 0.1%
162,675
220
$8.87M 0.09%
+376,785
221
$8.84M 0.09%
+329,111
222
$8.77M 0.09%
227,639
223
$8.77M 0.09%
22,868
-24,094
224
$8.7M 0.09%
+39,710
225
$8.6M 0.09%
+634,460
7 8
9
10 11