JAM
Jupiter Asset Management Portfolio holdings
AUM
$12B
1-Year Return
24.68%
This Quarter Return
+3.07%
1 Year Return
+24.68%
3 Year Return
+84.22%
5 Year Return
+156.46%
10 Year Return
+400.84%
AUM
$3.11B
AUM Growth
+$530M
(+21%)
Cap. Flow
+$258M
Cap. Flow
% of AUM
8.3%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
263
New
64
Increased
75
Reduced
61
Closed
31
Top Buys
| 1 |
Verizon
VZ
|
$134M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$72.1M |
| 3 |
Cisco
CSCO
|
$45.4M |
| 4 |
Sensata Technologies
ST
|
$24.2M |
| 5 |
VanEck Junior Gold Miners ETF
GDXJ
|
$23.7M |
Top Sells
| 1 |
American International
AIG
|
$46.7M |
| 2 |
American Express
AXP
|
$44.7M |
| 3 |
DISH
DISH Network Corp.
DISH
|
$23M |
| 4 |
Citigroup
C
|
$20.6M |
| 5 |
Cognizant
CTSH
|
$18.5M |
Sector Composition
| 1 | Financials | 20.93% |
| 2 | Technology | 19.48% |
| 3 | Industrials | 11.99% |
| 4 | Healthcare | 9.82% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
251
American International
AIG
$45.3B
| – | – |
-915,193
| Closed | -$46.7M |
|