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
$9.15B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1 +$88M
2 +$66.2M
3 +$65.3M
4
ALGN icon
Align Technology
ALGN
+$65.2M
5
META icon
Meta Platforms (Facebook)
META
+$61.6M

Top Sells

1 +$50.1M
2 +$44.4M
3 +$44M
4
CNC icon
Centene
CNC
+$41.3M
5
MCK icon
McKesson
MCK
+$39.1M

Sector Composition

1 Technology 30.37%
2 Financials 13.65%
3 Consumer Discretionary 11.31%
4 Industrials 9.18%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10.8M 0.12%
407,056
-195,123
202
$10.6M 0.12%
507,223
+363,845
203
$10.1M 0.11%
+108,694
204
$10.1M 0.11%
+53,158
205
$9.91M 0.11%
+56,935
206
$9.88M 0.11%
1,200,228
-18,551
207
$9.71M 0.11%
171,918
+131,525
208
$9.6M 0.1%
+210,718
209
$9.6M 0.1%
998,508
+786,300
210
$9.55M 0.1%
+190,053
211
$9.5M 0.1%
46,456
-132,592
212
$9.43M 0.1%
+122,928
213
$9.38M 0.1%
+69,036
214
$9.33M 0.1%
25,402
-18,921
215
$9.22M 0.1%
154,631
-38,459
216
$9.15M 0.1%
+94,771
217
$9.13M 0.1%
121,553
218
$9.08M 0.1%
156,126
+126,332
219
$9.06M 0.1%
54,796
+6,965
220
$9.06M 0.1%
58,095
-13,074
221
$9.04M 0.1%
286,621
-84,871
222
$8.84M 0.1%
+48,150
223
$8.79M 0.1%
81,968
+38,344
224
$8.61M 0.09%
+63,372
225
$8.56M 0.09%
45,505
+12,258