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
$9.15B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$88M
2
+$66.2M
3
+$65.3M
4
ALGN icon
Align Technology
ALGN
+$65.2M
5
META icon
Meta Platforms (Facebook)
META
+$61.6M

Top Sells

1
+$50.1M
2
+$44.4M
3
+$44M
4
CNC icon
Centene
CNC
+$41.3M
5
MCK icon
McKesson
MCK
+$39.1M

Sector Composition

1 Technology 30.37%
2 Financials 13.65%
3 Consumer Discretionary 11.31%
4 Industrials 9.18%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$351M 3.83%
1,808,909
+454,039
2
$303M 3.31%
9,078,149
+264,584
3
$271M 2.97%
797,428
+194,513
4
$217M 2.37%
16,328,472
-54,528
5
$204M 2.23%
17,446,000
+1,367,812
6
$188M 2.05%
5,332,909
+189,200
7
$174M 1.9%
732,703
+61,947
8
$145M 1.58%
368,201
+92,222
9
$143M 1.56%
292,495
+8,887
10
$104M 1.14%
362,254
+214,674
11
$99.2M 1.08%
761,100
+198,147
12
$97.1M 1.06%
811,071
-113,915
13
$89.2M 0.97%
495,422
-24,492
14
$86.7M 0.95%
2,051,080
+1,155,470
15
$86.1M 0.94%
712,197
+158,762
16
$85.3M 0.93%
691,808
-28,153
17
$82.9M 0.91%
4,901,262
+2,691,262
18
$79M 0.86%
1,200,696
+70,696
19
$78.9M 0.86%
179,191
-17,657
20
$76.1M 0.83%
28,197
+24,180
21
$71.5M 0.78%
551,049
+94,077
22
$70.4M 0.77%
344,443
+168,317
23
$68.3M 0.75%
180,545
+37,694
24
$66.2M 0.72%
1,064,865
+488,524
25
$65.2M 0.71%
+184,317
1
2 3 4 5