JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$92.3M
2
+$80.7M
3
+$77.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$76.5M
5
ALLY icon
Ally Financial
ALLY
+$75.2M

Top Sells

1
+$98.7M
2
+$83.7M
3
+$82.4M
4
DASH icon
DoorDash
DASH
+$79.4M
5
FHN icon
First Horizon
FHN
+$66.8M

Sector Composition

1 Technology 24.13%
2 Financials 15.06%
3 Consumer Discretionary 11.44%
4 Healthcare 9.68%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.3M 0.12%
+31,955
202
$12.8M 0.11%
605,668
-347,523
203
$12.6M 0.11%
+406,904
204
$11.9M 0.1%
256,270
-284,426
205
$11.8M 0.1%
323,494
+94,722
206
$11.7M 0.1%
808,020
-876,485
207
$11.7M 0.1%
81,945
-94,473
208
$11.6M 0.1%
115,898
+17,961
209
$11.5M 0.1%
464,932
-101,157
210
$11.4M 0.1%
13,646
+3,531
211
$11.2M 0.1%
320,284
+278,879
212
$11M 0.1%
+37,304
213
$10.9M 0.1%
49,407
214
$10.8M 0.1%
18,543
-295
215
$10.8M 0.09%
+686,381
216
$10.7M 0.09%
1,258,993
217
$10.7M 0.09%
+260,504
218
$10.6M 0.09%
235,820
-30,475
219
$10.5M 0.09%
+84,025
220
$10.4M 0.09%
123,509
-644
221
$10.3M 0.09%
65,643
+50,782
222
$10.2M 0.09%
275,876
+234,222
223
$10.1M 0.09%
+132,190
224
$10M 0.09%
+153,513
225
$9.88M 0.09%
75,660
+19,719
7 8
9
10 11