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
$3.07B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.5M
3
+$20.4M
4
JD icon
JD.com
JD
+$19.2M
5
MCO icon
Moody's
MCO
+$19.1M

Top Sells

1
+$35.1M
2
+$33.7M
3
+$32.3M
4
JPM icon
JPMorgan Chase
JPM
+$29.1M
5
ICE icon
Intercontinental Exchange
ICE
+$26.1M

Sector Composition

1 Financials 22.19%
2 Consumer Discretionary 17.81%
3 Industrials 13.64%
4 Technology 13.02%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,755
227
– –
-52,437
228
– –
-7,237
229
– –
-4,258
230
– –
-5,599
231
– –
0
232
– –
-12,380
233
– –
-52,619
234
– –
-350,782
235
– –
0
236
– –
-4,770
237
– –
-91,576
238
– –
-610,524
239
– –
-75,246
240
– –
-68,127
241
– –
-63,631
242
– –
-179,551
243
– –
0
244
– –
-69,938
245
– –
-258,785
246
– –
-366,500
247
– –
-12,589
248
– –
-58,373
249
– –
-306,393
250
– –
-1,972
7 8 9
10
11