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
$3.07B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$22.2M
3
+$19.2M
4
MCO icon
Moody's
MCO
+$17.3M
5
JD icon
JD.com
JD
+$16.1M

Top Sells

1
+$37.7M
2
+$34.6M
3
+$32.3M
4
JPM icon
JPMorgan Chase
JPM
+$29.6M
5
ICE icon
Intercontinental Exchange
ICE
+$26.1M

Sector Composition

1 Financials 22.19%
2 Consumer Discretionary 17.81%
3 Industrials 13.64%
4 Technology 13.02%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-154,618
252
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253
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0
254
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-266,510
255
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-261,986
256
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-111,452
257
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-10,016
258
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-243,167
7 8 9 10
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