JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$62M
3
+$60.7M
4
LOW icon
Lowe's Companies
LOW
+$59.1M
5
BNS icon
Scotiabank
BNS
+$55.8M

Top Sells

1
+$94.7M
2
+$65.7M
3
+$63.4M
4
GS icon
Goldman Sachs
GS
+$57.9M
5
RL icon
Ralph Lauren
RL
+$54.9M

Sector Composition

1 Technology 25.87%
2 Financials 15.68%
3 Consumer Discretionary 13.57%
4 Healthcare 10.33%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.78M 0.09%
93,517
227
$8.73M 0.09%
87,010
228
$8.64M 0.08%
196,010
-30,621
229
$8.59M 0.08%
402,487
-58,528
230
$8.59M 0.08%
109,493
-72,369
231
$8.39M 0.08%
483,287
-50,400
232
$8.39M 0.08%
45,899
-13,551
233
$8.38M 0.08%
222,994
-215,883
234
$8.27M 0.08%
15,280
+12,781
235
$8.21M 0.08%
167,923
-27,773
236
$8.2M 0.08%
+141,225
237
$8.19M 0.08%
656,346
-211,580
238
$8.16M 0.08%
59,732
-2,304
239
$8.08M 0.08%
303,231
-241,599
240
$8.06M 0.08%
1,038,810
-73,576
241
$8M 0.08%
6,997
+3,208
242
$7.93M 0.08%
105,168
-241
243
$7.9M 0.08%
154,342
+147,738
244
$7.69M 0.08%
+272,448
245
$7.66M 0.08%
31,056
-4,137
246
$7.53M 0.07%
278,139
247
$7.46M 0.07%
10,981
+10,118
248
$7.44M 0.07%
66,490
-30,644
249
$7.4M 0.07%
381,665
-24,574
250
$7.34M 0.07%
104,506
+59,868
8 9
10
11 12