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
$2.85B
AUM Growth
-$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$20.9M
3
+$16.8M
4
PEP icon
PepsiCo
PEP
+$16.4M
5
LMT icon
Lockheed Martin
LMT
+$15.5M

Top Sells

1
+$43.1M
2
+$36.8M
3
+$27.1M
4
MSCI icon
MSCI
MSCI
+$24.1M
5
SSNC icon
SS&C Technologies
SSNC
+$23.9M

Sector Composition

1 Financials 28.09%
2 Consumer Discretionary 16.07%
3 Industrials 11.63%
4 Technology 9.51%
5 Healthcare 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
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