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
$10.3B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$83M
3 +$82.4M
4
UBER icon
Uber
UBER
+$68.9M
5
FOXA icon
Fox Class A
FOXA
+$67.5M

Top Sells

1 +$115M
2 +$88.1M
3 +$86.6M
4
DOCU icon
DocuSign
DOCU
+$83.4M
5
WU icon
Western Union
WU
+$82.9M

Sector Composition

1 Technology 27.17%
2 Financials 15.34%
3 Consumer Discretionary 10.27%
4 Industrials 10.03%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13.6M 0.13%
446,864
-18,068
202
$13.5M 0.13%
223,512
203
$13.3M 0.13%
195,811
204
$13.1M 0.13%
1,447,498
-44,342
205
$12.6M 0.12%
+55,092
206
$12.5M 0.12%
+147,646
207
$12.5M 0.12%
346,298
-1,545,631
208
$12.4M 0.12%
88,213
-142,923
209
$12.3M 0.12%
392,414
-367,673
210
$12.1M 0.12%
884,913
+243,562
211
$12.1M 0.12%
310,965
-104,750
212
$12M 0.12%
53,512
-130,064
213
$11.8M 0.12%
177,766
+19,546
214
$11.5M 0.11%
40,335
-76,373
215
$11.5M 0.11%
111,610
-10,410
216
$11.4M 0.11%
49,114
-293
217
$11.4M 0.11%
168,534
-223,120
218
$10.9M 0.11%
1,258,993
219
$10.8M 0.11%
115,177
-199,141
220
$10.7M 0.1%
+77,057
221
$10.7M 0.1%
236,972
+1,387
222
$10.6M 0.1%
+151,473
223
$10.4M 0.1%
59,791
+12,721
224
$10.3M 0.1%
426,968
-464,562
225
$10.1M 0.1%
263,800
+180,700