JAM

Jupiter Asset Management Portfolio holdings

AUM $12B
1-Year Est. Return 24.68%
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.11B
AUM Growth
-$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$60.7M
3
+$51.3M
4
AVGO icon
Broadcom
AVGO
+$45.5M
5
FE icon
FirstEnergy
FE
+$45.1M

Top Sells

1
+$72.2M
2
+$67M
3
+$65.9M
4
AMD icon
Advanced Micro Devices
AMD
+$50.9M
5
EA icon
Electronic Arts
EA
+$46.6M

Sector Composition

1 Technology 24.06%
2 Healthcare 14.07%
3 Financials 13.36%
4 Consumer Discretionary 12.83%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$325M 4.57%
9,197,552
-1,865,666
2
$212M 2.98%
1,550,107
-63,820
3
$201M 2.82%
780,739
-281,269
4
$167M 2.35%
4,469,755
+2,750,928
5
$144M 2.02%
4,535,354
+499,170
6
$135M 1.89%
683,343
+163,668
7
$110M 1.55%
6,700,235
+210,000
8
$109M 1.53%
199,558
-986
9
$87.5M 1.23%
976,000
-38,000
10
$81.5M 1.15%
222,707
+3,906
11
$74.3M 1.04%
235,400
+162,542
12
$73.7M 1.04%
7,540,136
+6,210,136
13
$68.4M 0.96%
627,300
-341,480
14
$66.8M 0.94%
610,300
-82,420
15
$66M 0.93%
620,991
-50,789
16
$64.2M 0.9%
702,868
-131,452
17
$61.3M 0.86%
643,792
+22,846
18
$60.6M 0.85%
125,672
+23,281
19
$58.3M 0.82%
4,118,188
-1,616,201
20
$56M 0.79%
1,027,000
+27,558
21
$55.7M 0.78%
8,080,102
-3,023,986
22
$54.6M 0.77%
1,123,700
+935,550
23
$52.9M 0.74%
3,152,723
-1,265,034
24
$52M 0.73%
566,536
-7,483
25
$49.4M 0.69%
1,082,933
+377,546
1
2 3 4 5