JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$24.3M
3
+$17.9M
4
WFC icon
Wells Fargo
WFC
+$8.81M
5
JPM icon
JPMorgan Chase
JPM
+$8.51M

Top Sells

1
+$33.9M
2
+$15.8M
3
+$15.1M
4
AXP icon
American Express
AXP
+$15M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-91,200
252
– –
-493,000
253
– –
-155,000
254
– –
-100,700
7 8 9 10
11