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
$9.11B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.2M
3
+$69.8M
4
C icon
Citigroup
C
+$67.4M
5
VICI icon
VICI Properties
VICI
+$62.6M

Top Sells

1
+$104M
2
+$95.3M
3
+$90.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$67.6M
5
UNH icon
UnitedHealth
UNH
+$60.8M

Sector Composition

1 Technology 21.91%
2 Financials 13.96%
3 Consumer Discretionary 11.91%
4 Healthcare 11.57%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.5M 0.12%
161,565
+1,235
202
$10.4M 0.11%
106,672
-221,693
203
$10.1M 0.11%
60,055
-4,277
204
$9.89M 0.11%
84,264
-40,736
205
$9.88M 0.11%
+222,900
206
$9.86M 0.11%
313,800
-57,200
207
$9.8M 0.11%
50,779
+1,077
208
$9.65M 0.11%
55,984
-25,002
209
$9.6M 0.11%
3,322,970
210
$9.57M 0.11%
+231,317
211
$9.46M 0.1%
265,397
+48,571
212
$9.26M 0.1%
38,584
-18,991
213
$9.18M 0.1%
+432,785
214
$9.01M 0.1%
24,518
+437
215
$8.89M 0.1%
1,920,396
+1,193,090
216
$8.84M 0.1%
157,282
-335,736
217
$8.62M 0.09%
110,260
+767
218
$8.43M 0.09%
102,532
-228,233
219
$8.34M 0.09%
+165,925
220
$8.32M 0.09%
93,260
+74,819
221
$8.29M 0.09%
115,161
+36,211
222
$8.27M 0.09%
26,229
-1,139
223
$8.19M 0.09%
33,362
+819
224
$8.19M 0.09%
+304,939
225
$8.13M 0.09%
413,866
+54,618
7 8
9
10 11