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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.02M 0.06%
174,330
+7,076
227
$3.88M 0.05%
74,232
+50,742
228
$3.83M 0.05%
+136,763
229
$3.81M 0.05%
+48,672
230
$3.79M 0.05%
+256,630
231
$3.71M 0.05%
156,208
+56,917
232
$3.63M 0.05%
106,350
-123,550
233
$3.62M 0.05%
50,774
-18,520
234
$3.61M 0.05%
349,078
+131,779
235
$3.56M 0.05%
+103,961
236
$3.55M 0.05%
107,015
-988
237
$3.4M 0.05%
375,147
-27,519
238
$3.39M 0.05%
360,704
-18,810
239
$3.38M 0.05%
742,410
-270,245
240
$3.35M 0.05%
46,226
-27,628
241
$3.26M 0.05%
5,487
+1,881
242
$3.18M 0.04%
5,833
-60,797
243
$3.16M 0.04%
+10,218
244
$3.14M 0.04%
78,110
-509
245
$3.14M 0.04%
+143,378
246
$3.05M 0.04%
226,951
+21,495
247
$3.01M 0.04%
248,733
-715,588
248
$3.01M 0.04%
+51,589
249
$3M 0.04%
+78,123
250
$2.99M 0.04%
22,373
-5,549
8 9
10
11 12