JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$80.3M
3
+$77.4M
4
CAT icon
Caterpillar
CAT
+$70.8M
5
LNG icon
Cheniere Energy
LNG
+$70.7M

Top Sells

1
+$153M
2
+$135M
3
+$95.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$88.8M
5
VST icon
Vistra
VST
+$84.5M

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.32%
3 Financials 12.1%
4 Healthcare 10.01%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.3M 0.12%
185,124
+148
202
$12.2M 0.12%
503,594
-1,208,628
203
$12.2M 0.12%
362,344
204
$12.2M 0.12%
2,646,850
-953,150
205
$12.1M 0.12%
756,160
+54,115
206
$12.1M 0.12%
319,430
-11,292
207
$11.9M 0.11%
146,012
-278,008
208
$11.8M 0.11%
23,844
-5,001
209
$11.7M 0.11%
671,241
+517,624
210
$10.9M 0.1%
8,000,338
+1,195,306
211
$10.8M 0.1%
+129,316
212
$10.7M 0.1%
312,948
-890,890
213
$10.5M 0.1%
85,706
-26,234
214
$10.5M 0.1%
+105,451
215
$10.3M 0.1%
831,477
216
$10.1M 0.1%
276,037
+190,350
217
$10M 0.1%
1,617,308
+1,469,500
218
$9.98M 0.1%
531,108
+504,232
219
$9.91M 0.09%
+216,457
220
$9.82M 0.09%
150,348
221
$9.8M 0.09%
266,295
-5,611
222
$9.69M 0.09%
153,690
+17,690
223
$9.65M 0.09%
+342,700
224
$9.48M 0.09%
187,799
225
$8.98M 0.09%
260,713
+118,698
7 8
9
10 11