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
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$83.6M
3
+$78.6M
4
DASH icon
DoorDash
DASH
+$77M
5
PGR icon
Progressive
PGR
+$72.1M

Top Sells

1
+$116M
2
+$100M
3
+$70.7M
4
XEL icon
Xcel Energy
XEL
+$69.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.37%
2 Consumer Discretionary 13.3%
3 Financials 12.34%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$475M 4.49%
3,844,925
+1,144,345
2
$383M 3.62%
1,820,459
-476,549
3
$381M 3.6%
851,946
+41,560
4
$176M 1.67%
912,682
+65,335
5
$163M 1.54%
620,905
-60,306
6
$130M 1.23%
10,628,118
-4,723,107
7
$128M 1.21%
704,398
+72,003
8
$128M 1.21%
696,766
+16,755
9
$121M 1.15%
3,621,338
-1,508,551
10
$115M 1.08%
1,533,347
+438,842
11
$112M 1.06%
165,991
+12,467
12
$104M 0.98%
2,517,074
+506,538
13
$102M 0.96%
304,807
+39,064
14
$98.9M 0.93%
476,262
+347,168
15
$98.7M 0.93%
2,521,116
+265,949
16
$95.5M 0.9%
24,113
-2,237
17
$95M 0.9%
188,399
-116,353
18
$87.1M 0.82%
156,752
-54,949
19
$86.6M 0.82%
1,619,086
-37,708
20
$83.7M 0.79%
786,340
+180,610
21
$83.6M 0.79%
+1,108,844
22
$83.1M 0.78%
453,933
+207,222
23
$81.2M 0.77%
407,488
-49,887
24
$80.9M 0.76%
166,145
+63,493
25
$79.8M 0.75%
330,331
+215,547
1
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