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
276
$5.79M 0.06%
324,326
+153,837
277
$5.76M 0.06%
324,496
-564,403
278
$5.66M 0.06%
136,634
-55,292
279
$5.64M 0.06%
49,890
+1,600
280
$5.61M 0.06%
42,468
+238
281
$5.55M 0.06%
120,886
282
$5.45M 0.05%
+282,194
283
$5.42M 0.05%
278,139
284
$5.38M 0.05%
302,043
+5,733
285
$5.38M 0.05%
31,651
-63,282
286
$5.33M 0.05%
91,300
-1,110,117
287
$5.32M 0.05%
342,651
288
$5.21M 0.05%
98,859
289
$5.19M 0.05%
89,166
+29,690
290
$5.18M 0.05%
38,000
291
$5.18M 0.05%
+153,620
292
$5.08M 0.05%
87,171
+25,229
293
$5.04M 0.05%
316,500
+139,700
294
$4.96M 0.05%
158,194
295
$4.95M 0.05%
+193,336
296
$4.92M 0.05%
64,091
-1,552
297
$4.88M 0.05%
131,066
+2,661
298
$4.81M 0.05%
422,348
+376,857
299
$4.79M 0.05%
137,775
300
$4.75M 0.05%
29,381
+15,186
10 11
12
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