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
$9.04B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$86.8M
3
+$74.7M
4
CPAY icon
Corpay
CPAY
+$62.5M
5
AAL icon
American Airlines Group
AAL
+$59.4M

Top Sells

1
+$73.3M
2
+$63.6M
3
+$55.9M
4
XEL icon
Xcel Energy
XEL
+$55.7M
5
ELV icon
Elevance Health
ELV
+$54.6M

Sector Composition

1 Technology 29.13%
2 Financials 13.98%
3 Consumer Discretionary 11.23%
4 Healthcare 9.61%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.2M 0.11%
+236,241
202
$9.92M 0.11%
940,363
-101,575
203
$9.64M 0.11%
81,968
204
$9.63M 0.11%
526,172
-674,056
205
$9.59M 0.11%
+542,625
206
$9.39M 0.1%
178,224
-214,118
207
$9.28M 0.1%
56,033
-86,261
208
$9.2M 0.1%
157,323
-712,228
209
$9.17M 0.1%
152,174
-2,457
210
$9.15M 0.1%
1,454,367
-83,720
211
$8.97M 0.1%
+30,689
212
$8.9M 0.1%
66,373
-57,393
213
$8.72M 0.1%
18,990
+16,701
214
$8.71M 0.1%
+181,144
215
$8.67M 0.1%
58,095
216
$8.6M 0.1%
404,542
-2,514
217
$8.51M 0.09%
184,716
+49,418
218
$8.32M 0.09%
716,394
+430,336
219
$8.19M 0.09%
241,837
-443,910
220
$8.18M 0.09%
173,969
221
$8.12M 0.09%
271,906
222
$8.06M 0.09%
186,356
+14,206
223
$7.85M 0.09%
+203,802
224
$7.58M 0.08%
1,085,508
+87,000
225
$7.56M 0.08%
126,718
-1,932
7 8
9
10 11