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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.73M 0.05%
416,123
+57,545
302
$4.63M 0.05%
41,474
-12,043
303
$4.6M 0.05%
+8,997
304
$4.59M 0.05%
20,974
+4,839
305
$4.53M 0.05%
95,000
306
$4.53M 0.05%
38,926
307
$4.5M 0.05%
300,074
-24,426
308
$4.5M 0.05%
11,726
-2,358
309
$4.49M 0.05%
22,803
+6,810
310
$4.47M 0.05%
9,190
+3,956
311
$4.47M 0.05%
45,810
312
$4.47M 0.05%
65,116
-21,266
313
$4.41M 0.04%
+192,472
314
$4.39M 0.04%
140,450
-154,256
315
$4.36M 0.04%
10,930
-1,230
316
$4.34M 0.04%
+80,403
317
$4.33M 0.04%
+62,408
318
$4.3M 0.04%
11,835
+72
319
$4.29M 0.04%
43,890
-4,238
320
$4.27M 0.04%
111,571
-325,181
321
$4.2M 0.04%
252,016
322
$4.14M 0.04%
56,843
-319,013
323
$4.14M 0.04%
47,000
324
$4.11M 0.04%
9,409
-443
325
$4.09M 0.04%
19,053
11 12
13
14 15