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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.46M 0.08%
84,258
+474
252
$7.44M 0.08%
114,135
-11,359
253
$7.25M 0.07%
28,523
-1,735
254
$6.97M 0.07%
33,570
+13,483
255
$6.96M 0.07%
270,826
+16,382
256
$6.82M 0.07%
26,356
+200
257
$6.82M 0.07%
93,517
258
$6.75M 0.07%
+134,034
259
$6.74M 0.07%
+35,691
260
$6.74M 0.07%
79,860
-2,125
261
$6.74M 0.07%
174,765
-15,734
262
$6.59M 0.07%
28,693
+25,278
263
$6.53M 0.07%
70,127
+1,382
264
$6.43M 0.06%
169,234
+51,271
265
$6.34M 0.06%
87,010
266
$6.18M 0.06%
1,516
+139
267
$6.13M 0.06%
341,029
+114,085
268
$6.1M 0.06%
105,409
-3,789
269
$6.05M 0.06%
203,960
-172,825
270
$6M 0.06%
39,681
-151,340
271
$5.9M 0.06%
467,935
272
$5.83M 0.06%
27,706
-8,978
273
$5.8M 0.06%
+600,000
274
$5.79M 0.06%
48,234
275
$5.79M 0.06%
59,589
-203,467
9 10
11
12 13