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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.38M 0.05%
13,764
+6,621
302
$4.33M 0.04%
21,053
303
$4.33M 0.04%
253,390
+19,836
304
$4.24M 0.04%
+172,774
305
$4.24M 0.04%
+483,483
306
$4.13M 0.04%
+54,382
307
$4.13M 0.04%
+118,671
308
$4.04M 0.04%
56,616
+52,700
309
$4.04M 0.04%
108,859
310
$4.01M 0.04%
269,313
-387,033
311
$3.99M 0.04%
+13,281
312
$3.93M 0.04%
8,287
+3,986
313
$3.9M 0.04%
19,644
+9,449
314
$3.87M 0.04%
364,826
-61,795
315
$3.84M 0.04%
12,044
-102,645
316
$3.83M 0.04%
210,000
317
$3.75M 0.04%
17,119
+6,815
318
$3.75M 0.04%
81,255
-114,755
319
$3.67M 0.04%
51,800
+2,000
320
$3.62M 0.04%
+100,174
321
$3.6M 0.04%
37,000
322
$3.58M 0.04%
504,223
-534,587
323
$3.58M 0.04%
42,626
-323,792
324
$3.42M 0.04%
+120,082
325
$3.38M 0.03%
+94,003
11 12
13
14 15