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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.4M 0.03%
82,515
-36,156
302
$2.32M 0.03%
47,157
-34,098
303
$2.29M 0.03%
8,450
304
$2.29M 0.03%
60,995
305
$2.25M 0.03%
42,062
306
$2.21M 0.03%
184,054
+103,646
307
$2.21M 0.03%
106,300
-14,288
308
$2.21M 0.03%
137,344
-315,868
309
$2.19M 0.02%
+50,867
310
$2.17M 0.02%
32,005
+7,524
311
$2.08M 0.02%
+50,239
312
$2.06M 0.02%
10,901
-22,090
313
$2.05M 0.02%
564,018
+383,792
314
$2.02M 0.02%
4,169
315
$1.99M 0.02%
+32,740
316
$1.94M 0.02%
12,752
-1,649
317
$1.93M 0.02%
+68,492
318
$1.93M 0.02%
+6,392
319
$1.93M 0.02%
7,855
-3,404
320
$1.89M 0.02%
169,931
-321,628
321
$1.88M 0.02%
9,703
-31,077
322
$1.86M 0.02%
16,563
-106,878
323
$1.84M 0.02%
42,000
+17,847
324
$1.81M 0.02%
23,471
+13,598
325
$1.81M 0.02%
20,014
+16,089
11 12
13
14 15