JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$28M
3
+$26M
4
SIVB
SVB Financial Group
SIVB
+$17.5M
5
HRB icon
H&R Block
HRB
+$17.3M

Top Sells

1
+$162M
2
+$96.1M
3
+$38.4M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$25M
5
BAC icon
Bank of America
BAC
+$16.8M

Sector Composition

1 Financials 24.85%
2 Consumer Discretionary 14.39%
3 Industrials 12.75%
4 Technology 12.08%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-18,224
227
– –
-33,719
228
– –
-39,401
229
– –
-118,357
230
– –
-76,404
231
– –
-20,580
232
– –
-84,769
233
– –
-225,140
234
– –
-143,888
235
– –
-48,132
236
– –
-172,156
237
– –
-251,406
6 7 8 9
10