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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.88M 0.1%
59,450
-34,591
227
$9.87M 0.1%
68,725
-418,505
228
$9.85M 0.1%
1,112,386
-68,606
229
$9.77M 0.1%
+115,332
230
$9.75M 0.1%
+167,228
231
$9.59M 0.1%
35,193
+14,982
232
$9.58M 0.1%
227,562
-19,190
233
$9.1M 0.09%
710,592
+64,063
234
$8.98M 0.09%
108,278
+34,531
235
$8.86M 0.09%
184,467
-42,615
236
$8.74M 0.09%
161,413
+39,239
237
$8.67M 0.09%
533,687
-100,773
238
$8.54M 0.09%
108,497
-38,679
239
$8.51M 0.09%
192,373
240
$8.44M 0.09%
102,020
+14,651
241
$8.31M 0.08%
195,696
+67,022
242
$8.29M 0.08%
28,585
-102,684
243
$8.28M 0.08%
42,633
+19,370
244
$8.15M 0.08%
472,825
+40,963
245
$7.86M 0.08%
+461,015
246
$7.71M 0.08%
22,876
-28,163
247
$7.69M 0.08%
294,131
-354,730
248
$7.68M 0.08%
45,548
-292,091
249
$7.63M 0.08%
250,315
-1,409
250
$7.47M 0.08%
728,440
+47,035
8 9
10
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