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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.12M 0.08%
198,418
227
$8.1M 0.08%
93,517
228
$7.98M 0.08%
+169,300
229
$7.95M 0.08%
308,567
+32,119
230
$7.83M 0.08%
67,782
-47,759
231
$7.74M 0.08%
40,233
-345,024
232
$7.61M 0.08%
109,493
233
$7.48M 0.08%
155,315
234
$7.43M 0.08%
29,521
+22,950
235
$7.42M 0.08%
+18,831
236
$7.36M 0.08%
84,339
237
$7.3M 0.08%
48,234
238
$7.23M 0.07%
153,894
-6,231
239
$7.17M 0.07%
79,860
-254
240
$7.01M 0.07%
19,533
+2,926
241
$6.98M 0.07%
42,957
-224
242
$6.97M 0.07%
271,800
243
$6.95M 0.07%
+50,891
244
$6.86M 0.07%
278,139
245
$6.86M 0.07%
254,444
246
$6.72M 0.07%
+270,309
247
$6.69M 0.07%
158,194
248
$6.63M 0.07%
+16,160
249
$6.6M 0.07%
38,000
250
$6.55M 0.07%
144,642
-952,559
8 9
10
11 12