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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1 +$52.1M
2 +$48.2M
3 +$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1 +$71M
2 +$52.9M
3 +$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2.93M 0.04%
13,564
-8,177
252
$2.88M 0.04%
196,780
-40,790
253
$2.87M 0.04%
319,408
+216,208
254
$2.87M 0.04%
78,619
+6,371
255
$2.81M 0.04%
402,666
-907,224
256
$2.76M 0.04%
108,003
+99,774
257
$2.74M 0.04%
384,249
-388,358
258
$2.69M 0.04%
419,858
+196,960
259
$2.67M 0.04%
63,137
+23,537
260
$2.64M 0.04%
+18,586
261
$2.64M 0.04%
104,304
+986
262
$2.62M 0.04%
37,580
263
$2.59M 0.04%
68,780
-11,051
264
$2.56M 0.04%
217,299
+201,869
265
$2.55M 0.04%
8,073
-53,871
266
$2.53M 0.04%
297,427
-26,285
267
$2.51M 0.04%
39,486
+30,045
268
$2.47M 0.04%
85,261
+28,297
269
$2.47M 0.04%
54,063
+47,077
270
$2.47M 0.04%
93,070
-384,051
271
$2.44M 0.04%
41,769
+19,552
272
$2.38M 0.03%
47,157
273
$2.37M 0.03%
+38,593
274
$2.27M 0.03%
+66,767
275
$2.2M 0.03%
+27,922