JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$103M
3 +$103M
4
JNJ icon
Johnson & Johnson
JNJ
+$93.6M
5
WAT icon
Waters Corp
WAT
+$74.5M

Top Sells

1 +$111M
2 +$102M
3 +$95.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$90.9M
5
GM icon
General Motors
GM
+$86.9M

Sector Composition

1 Technology 29.89%
2 Financials 12.66%
3 Communication Services 10.72%
4 Healthcare 9.92%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$5.16M 0.04%
71,830
+59,218
277
$5.06M 0.04%
+35,312
278
$5M 0.04%
65,972
279
$4.92M 0.04%
208,627
280
$4.91M 0.04%
+77,740
281
$4.87M 0.04%
+414,481
282
$4.86M 0.04%
224,598
+63,830
283
$4.75M 0.04%
+102,200
284
$4.64M 0.04%
369,499
285
$4.53M 0.04%
152,108
+89,067
286
$4.5M 0.04%
179,753
+24,180
287
$4.45M 0.04%
57,825
-1,333,662
288
$4.4M 0.04%
243,212
-4,068
289
$4.26M 0.04%
53,688
-18,959
290
$4.25M 0.04%
93,546
-19,135
291
$4.25M 0.04%
254,599
+9,864
292
$4.23M 0.04%
61,010
+268
293
$4.1M 0.03%
28,659
-48,586
294
$3.96M 0.03%
269,871
-122,980
295
$3.93M 0.03%
43,500
+34,674
296
$3.9M 0.03%
363,553
297
$3.88M 0.03%
198,384
+136,019
298
$3.87M 0.03%
25,435
-3,819
299
$3.87M 0.03%
104,335
300
$3.79M 0.03%
+158,112