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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.76M 0.05%
241,939
+121,452
252
$4.63M 0.05%
21,842
+96
253
$4.59M 0.05%
71,451
+15,897
254
$4.5M 0.05%
844,635
-32,621
255
$4.46M 0.05%
142,543
-146,807
256
$4.42M 0.05%
14,000
-601
257
$4.29M 0.05%
223,386
-279,659
258
$4.15M 0.05%
+155,265
259
$4.12M 0.05%
51,800
260
$4.11M 0.05%
51,574
-41,294
261
$4.1M 0.05%
41,982
+14,887
262
$3.95M 0.04%
+10,019
263
$3.9M 0.04%
314,259
-29,463
264
$3.89M 0.04%
+22,605
265
$3.88M 0.04%
11,834
-210
266
$3.85M 0.04%
+20,831
267
$3.83M 0.04%
+29,842
268
$3.79M 0.04%
727,306
+595,040
269
$3.64M 0.04%
+40,420
270
$3.63M 0.04%
+61,135
271
$3.62M 0.04%
295,074
272
$3.56M 0.04%
164,602
-464,388
273
$3.53M 0.04%
+34,125
274
$3.5M 0.04%
98,557
+74,817
275
$3.42M 0.04%
56,129
-215,291
9 10
11
12 13