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
$10.3B
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 15.33%
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
1
$466M 4.54%
3,467,641
-374,330
2
$399M 3.9%
1,595,045
-345,674
3
$318M 3.1%
753,429
-88,677
4
$188M 1.83%
854,846
-54,064
5
$163M 1.59%
862,427
-323,226
6
$147M 1.43%
251,002
-4,565
7
$128M 1.25%
143,244
-5,255
8
$118M 1.15%
618,985
-66,678
9
$109M 1.06%
1,201,845
+1,197,574
10
$101M 0.99%
421,962
-56,388
11
$92.3M 0.9%
478,544
-36,209
12
$92.1M 0.9%
616,228
+9,248
13
$91M 0.89%
705,056
-51,143
14
$90.6M 0.88%
1,121,249
-60,597
15
$87M 0.85%
2,438,291
+2,325,503
16
$86.6M 0.85%
592,202
-33,129
17
$84.9M 0.83%
362,164
+17,255
18
$83.2M 0.81%
263,360
-52,856
19
$82.6M 0.81%
282,671
-47,660
20
$82.4M 0.8%
+1,332,555
21
$80.4M 0.78%
735,089
+75,376
22
$80.1M 0.78%
198,325
+118,484
23
$79.4M 0.77%
74,881
+2,815
24
$76.9M 0.75%
1,427,544
-17,365
25
$75.5M 0.74%
143,462
+6,087
1
2 3 4 5