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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.5M 0.1%
503,111
-1,741,722
202
$10.5M 0.1%
148,592
-5,098
203
$10.5M 0.1%
237,477
-395,801
204
$10.4M 0.1%
97,937
-671
205
$10.3M 0.1%
10,115
+3,257
206
$10.1M 0.1%
189,186
-1,304,448
207
$9.97M 0.09%
266,295
208
$9.93M 0.09%
51,538
-14,712
209
$9.86M 0.09%
71,168
-116,009
210
$9.77M 0.09%
49,372
-26,772
211
$9.75M 0.09%
502,379
-284,054
212
$9.71M 0.09%
49,407
-14,756
213
$9.69M 0.09%
39,620
+16,169
214
$9.6M 0.09%
+284,860
215
$9.59M 0.09%
18,838
-5,006
216
$9.44M 0.09%
1,448,435
-31,529
217
$9.33M 0.09%
41,726
+34,534
218
$8.93M 0.08%
811,145
-20,332
219
$8.89M 0.08%
562,049
+518,121
220
$8.89M 0.08%
49,857
+7,273
221
$8.77M 0.08%
115,316
-478,163
222
$8.65M 0.08%
+203,088
223
$8.58M 0.08%
352,550
-9,794
224
$8.43M 0.08%
223,575
-95,855
225
$8.41M 0.08%
124,153
+47,278
7 8
9
10 11