JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
-$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$135M
3
+$131M
4
AIG icon
American International
AIG
+$123M
5
BBWI icon
Bath & Body Works
BBWI
+$93.2M

Top Sells

1
+$205M
2
+$120M
3
+$119M
4
NVDA icon
NVIDIA
NVDA
+$109M
5
EOG icon
EOG Resources
EOG
+$109M

Sector Composition

1 Technology 23.84%
2 Financials 14.08%
3 Consumer Discretionary 11.3%
4 Communication Services 10.74%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.6M 0.11%
+707,397
202
$12.5M 0.11%
+84,657
203
$12.4M 0.11%
659,331
+246,593
204
$12.4M 0.11%
338,917
-717,210
205
$12.1M 0.1%
162,190
-356,405
206
$12.1M 0.1%
+96,867
207
$11.6M 0.1%
+120,549
208
$11.5M 0.1%
352,171
-59,789
209
$11.3M 0.1%
22,576
-6,554
210
$11.3M 0.1%
144,337
-58,206
211
$11.2M 0.1%
+193,797
212
$11.2M 0.1%
+137,888
213
$11.1M 0.09%
32,022
+30,136
214
$10.9M 0.09%
119,359
+17,159
215
$10.8M 0.09%
64,887
+63,619
216
$10.8M 0.09%
+1,014,726
217
$10.7M 0.09%
498,983
+20,573
218
$10.7M 0.09%
51,253
-9,394
219
$10.4M 0.09%
360,145
+6,962
220
$10.4M 0.09%
445,997
-191,391
221
$10.3M 0.09%
+81,200
222
$10.2M 0.09%
476,317
-160,058
223
$10.1M 0.09%
+326,400
224
$9.86M 0.08%
+185,432
225
$9.75M 0.08%
194,832
7 8
9
10 11