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
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$31.1M
3
+$28M
4
HRB icon
H&R Block
HRB
+$18.8M
5
APH icon
Amphenol
APH
+$18.1M

Top Sells

1
+$25.1M
2
+$19M
3
+$16.6M
4
FISV
Fiserv Inc
FISV
+$14.1M
5
MELI icon
Mercado Libre
MELI
+$13.9M

Sector Composition

1 Consumer Discretionary 23.12%
2 Financials 17.72%
3 Technology 16.46%
4 Materials 9.75%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$384K 0.01%
21,593
-797
227
$367K 0.01%
+1,245
228
$363K 0.01%
+7,110
229
$359K 0.01%
+3,371
230
$355K 0.01%
+5,136
231
$338K 0.01%
4,616
232
$333K 0.01%
+3,660
233
$308K 0.01%
168,431
-895,769
234
$256K 0.01%
28,012
235
$241K 0.01%
+30,000
236
$238K 0.01%
10,037
-8,943
237
$11K ﹤0.01%
30,000
238
$2K ﹤0.01%
+10,797
239
– –
-65,820
240
– –
-705,356
241
– –
-67,612
242
– –
-30,177
243
– –
-6,469
244
– –
-108,226
245
– –
-287,098
246
– –
0
247
– –
-33,460
248
– –
-30,846
249
– –
-46,074
250
– –
-39,657
7 8 9
10
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