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
276
$5.52M 0.06%
+91,163
277
$5.51M 0.06%
+22,758
278
$5.47M 0.06%
78,958
+14,845
279
$5.25M 0.05%
349,284
280
$5.22M 0.05%
472,926
-100,592
281
$5.21M 0.05%
4,389
-2,608
282
$5.13M 0.05%
137,775
283
$4.97M 0.05%
120,886
284
$4.96M 0.05%
+14,323
285
$4.96M 0.05%
+40,921
286
$4.72M 0.05%
196,832
-42,525
287
$4.7M 0.05%
21,746
+1,629
288
$4.7M 0.05%
+18,567
289
$4.64M 0.05%
70,000
290
$4.62M 0.05%
135,371
+126,487
291
$4.62M 0.05%
+40,100
292
$4.6M 0.05%
+104,795
293
$4.58M 0.05%
19,574
-5,323
294
$4.58M 0.05%
28,788
+13,848
295
$4.54M 0.05%
319,200
+22,900
296
$4.53M 0.05%
78,709
297
$4.49M 0.05%
877,256
+181,139
298
$4.48M 0.05%
30,920
-51,095
299
$4.43M 0.05%
252,016
300
$4.4M 0.05%
92,868
-58,514
10 11
12
13 14