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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.92M 0.04%
342,986
252
$2.89M 0.04%
+364,015
253
$2.85M 0.04%
162,528
-135,189
254
$2.8M 0.04%
53,410
-58,231
255
$2.79M 0.04%
60,685
-2,452
256
$2.78M 0.04%
18,695
-5,912
257
$2.73M 0.04%
+19,016
258
$2.71M 0.04%
47,157
259
$2.55M 0.04%
106,337
-1,690,142
260
$2.52M 0.03%
+30,135
261
$2.48M 0.03%
18,947
+9,150
262
$2.48M 0.03%
40,393
-376,552
263
$2.48M 0.03%
+9,624
264
$2.34M 0.03%
37,105
-22,393
265
$2.33M 0.03%
+89,843
266
$2.25M 0.03%
658,709
-165,386
267
$2.21M 0.03%
44,369
268
$2.19M 0.03%
21,760
269
$2.12M 0.03%
+371,795
270
$2M 0.03%
2,365,118
271
$1.96M 0.03%
197,731
-222,127
272
$1.93M 0.03%
212,208
-107,200
273
$1.93M 0.03%
63,610
+2,171
274
$1.88M 0.03%
26,163
-11,417
275
$1.84M 0.03%
29,794
-9,692
9 10
11
12 13