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
276
$2.19M 0.03%
2,365,118
277
$2.18M 0.03%
+3,606
278
$2.17M 0.03%
5,621
279
$2.14M 0.03%
+29,462
280
$2.12M 0.03%
20,140
-2,125
281
$2.12M 0.03%
151,056
-25,911
282
$2.07M 0.03%
81,756
283
$2.05M 0.03%
77,223
-34,257
284
$1.99M 0.03%
+13,708
285
$1.96M 0.03%
35,040
-945,240
286
$1.93M 0.03%
68,201
-19,279
287
$1.93M 0.03%
85,044
-54,641
288
$1.91M 0.03%
88,572
-644,325
289
$1.91M 0.03%
21,760
+16,326
290
$1.89M 0.03%
+10,938
291
$1.88M 0.03%
53,247
+45,829
292
$1.87M 0.03%
+137,038
293
$1.85M 0.03%
59,767
294
$1.83M 0.03%
26,169
-20,415
295
$1.79M 0.03%
31,185
+21,469
296
$1.78M 0.03%
286,025
+9,241
297
$1.77M 0.03%
106,475
-265,083
298
$1.76M 0.03%
44,369
-16,626
299
$1.72M 0.03%
269,863
-36,148
300
$1.68M 0.02%
99,291
+73,881