JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.55M 0.07%
208,498
252
$6.53M 0.07%
78,840
-89,260
253
$6.46M 0.07%
29,464
+9,803
254
$6.44M 0.07%
+65,485
255
$6.27M 0.06%
453,212
+183,212
256
$6.26M 0.06%
+115,047
257
$6.26M 0.06%
343,722
+3,304
258
$6.25M 0.06%
16,533
-6
259
$6.21M 0.06%
+377,812
260
$6.17M 0.06%
132,416
-14,966
261
$6.13M 0.06%
115,202
+36,507
262
$6.07M 0.06%
19,462
-49,154
263
$6M 0.06%
342,651
264
$5.95M 0.06%
21,851
+9,335
265
$5.92M 0.06%
645,871
-42,475
266
$5.89M 0.06%
130,302
-82,657
267
$5.83M 0.06%
32,991
-89,477
268
$5.82M 0.06%
37,748
+18,158
269
$5.81M 0.06%
45,810
270
$5.78M 0.06%
28,098
+12,799
271
$5.78M 0.06%
35,361
-57,314
272
$5.73M 0.06%
20,004
+2,755
273
$5.69M 0.06%
75,416
-68,782
274
$5.66M 0.06%
93,481
+6,835
275
$5.55M 0.06%
212,362
-82,225
9 10
11
12 13