JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$33.9M
2 +$25.1M
3 +$17.8M
4
BAC icon
Bank of America
BAC
+$8.97M
5
WFC icon
Wells Fargo
WFC
+$8.89M

Top Sells

1 +$33.7M
2 +$15.9M
3 +$15.1M
4
AXP icon
American Express
AXP
+$14.6M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$220K 0.01%
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