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
276
$3.41M 0.04%
+43,439
277
$3.41M 0.04%
+115,032
278
$3.38M 0.04%
166,600
-69,500
279
$3.29M 0.04%
4,171
+3,555
280
$3.29M 0.04%
94,800
+797
281
$3.15M 0.04%
118,108
-1,974
282
$3.15M 0.04%
+40,386
283
$3.09M 0.04%
+85,801
284
$2.91M 0.03%
67,900
-122,670
285
$2.9M 0.03%
83,984
-914
286
$2.83M 0.03%
96,571
-3,603
287
$2.73M 0.03%
+46,017
288
$2.72M 0.03%
36,167
-286
289
$2.71M 0.03%
201,447
+40,006
290
$2.71M 0.03%
100,106
+71,856
291
$2.7M 0.03%
45,958
+16,588
292
$2.69M 0.03%
+51,575
293
$2.57M 0.03%
124,176
-11,195
294
$2.52M 0.03%
+50,023
295
$2.49M 0.03%
+26,585
296
$2.49M 0.03%
14,119
-1,858
297
$2.48M 0.03%
28,546
298
$2.46M 0.03%
12,292
-71,335
299
$2.43M 0.03%
101,654
300
$2.43M 0.03%
7,630
+5,696
10 11
12
13 14