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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.76M 0.07%
+69,294
227
$4.63M 0.07%
339,499
+286,312
228
$4.61M 0.07%
295,081
-125,690
229
$4.52M 0.07%
103,689
-587,700
230
$4.42M 0.06%
151,676
-45,820
231
$4.24M 0.06%
+173,486
232
$4.23M 0.06%
26,196
-19,923
233
$4.2M 0.06%
+102,273
234
$4.2M 0.06%
12,526
-22,374
235
$4.09M 0.06%
+146,234
236
$4.08M 0.06%
297,717
-4,257
237
$3.91M 0.06%
167,254
+2,694
238
$3.8M 0.06%
+61,824
239
$3.73M 0.05%
24,607
-468,309
240
$3.68M 0.05%
37,753
-545
241
$3.46M 0.05%
59,498
-26,878
242
$3.34M 0.05%
824,095
+28,015
243
$3.31M 0.05%
+379,514
244
$3.2M 0.05%
+205,456
245
$3.19M 0.05%
+24,674
246
$3.15M 0.05%
+81,068
247
$3.06M 0.04%
+342,986
248
$3.03M 0.04%
29,607
-112,090
249
$3.02M 0.04%
243,577
-46,425
250
$2.95M 0.04%
108,999
-39,001
8 9
10
11 12