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
$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
276
$1.84M 0.03%
+8,499
277
$1.8M 0.02%
58,609
+5,362
278
$1.76M 0.02%
193,085
-2,343
279
$1.71M 0.02%
85,044
280
$1.69M 0.02%
81,828
-8,688
281
$1.64M 0.02%
177,184
+26,746
282
$1.63M 0.02%
5,374
283
$1.59M 0.02%
26,169
284
$1.57M 0.02%
5,327
-2,746
285
$1.55M 0.02%
139,911
-76,587
286
$1.54M 0.02%
+24,149
287
$1.54M 0.02%
+60,673
288
$1.49M 0.02%
23,272
+15,420
289
$1.45M 0.02%
93,762
-12,713
290
$1.4M 0.02%
+74,046
291
$1.39M 0.02%
+193,720
292
$1.35M 0.02%
+9,696
293
$1.34M 0.02%
10,206
294
$1.28M 0.02%
132,954
295
$1.27M 0.02%
71,600
+30,600
296
$1.27M 0.02%
+304,467
297
$1.24M 0.02%
43,355
-41,906
298
$1.23M 0.02%
199,547
+166,425
299
$1.17M 0.02%
14,567
300
$1.17M 0.02%
+8,674
10 11
12
13 14