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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.13M 0.08%
129,100
-383,600
227
$6.91M 0.08%
+149,893
228
$6.79M 0.08%
942,292
+458,809
229
$6.78M 0.08%
359,248
+105,858
230
$6.76M 0.08%
182,500
+13,200
231
$6.71M 0.08%
29,500
+10,933
232
$6.56M 0.07%
240,009
-429,863
233
$6.5M 0.07%
32,543
+12,899
234
$6.4M 0.07%
+334,791
235
$6.38M 0.07%
13,727
+5,440
236
$6.3M 0.07%
170,290
-29,478
237
$6.24M 0.07%
114,524
+102,830
238
$5.84M 0.07%
62,007
-196,857
239
$5.8M 0.07%
293,971
-846,231
240
$5.64M 0.06%
113,970
-18,446
241
$5.61M 0.06%
26,424
+9,305
242
$5.59M 0.06%
+78,950
243
$5.58M 0.06%
156,702
+41,500
244
$5.48M 0.06%
93,499
-103,401
245
$5.42M 0.06%
356,800
+37,600
246
$5.37M 0.06%
65,054
-358,929
247
$5.13M 0.06%
210,256
-2,106
248
$5.06M 0.06%
118,886
+113,743
249
$4.95M 0.06%
61,439
+4,823
250
$4.93M 0.06%
347,860
-137,351
8 9
10
11 12