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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.67M 0.02%
20,483
+15,982
302
$1.67M 0.02%
+33,391
303
$1.65M 0.02%
+150,438
304
$1.64M 0.02%
+34,671
305
$1.64M 0.02%
+90,516
306
$1.59M 0.02%
+61,439
307
$1.55M 0.02%
53,974
-133,404
308
$1.54M 0.02%
3,771
-39,838
309
$1.53M 0.02%
+40,137
310
$1.52M 0.02%
5,374
311
$1.5M 0.02%
195,428
+11,631
312
$1.47M 0.02%
126,846
313
$1.47M 0.02%
58,572
+50,200
314
$1.44M 0.02%
10,206
-1,360
315
$1.42M 0.02%
+18,595
316
$1.41M 0.02%
37,129
+1,956
317
$1.41M 0.02%
27,555
-467,213
318
$1.4M 0.02%
40,854
+15,938
319
$1.39M 0.02%
170,105
-25,150
320
$1.39M 0.02%
3,794
-34,588
321
$1.38M 0.02%
235,776
+148,877
322
$1.35M 0.02%
49,666
-61,953
323
$1.3M 0.02%
26,202
+5,435
324
$1.26M 0.02%
263,056
325
$1.26M 0.02%
+15,164
11 12
13
14 15