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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.15M 0.02%
18,244
+5,935
302
$1.14M 0.02%
29,438
-661,019
303
$1.12M 0.02%
5,607
-34,990
304
$1.11M 0.02%
765,198
305
$1.1M 0.02%
6,376
306
$1.09M 0.02%
34,711
-6,143
307
$1.05M 0.01%
26,562
+9,568
308
$1.03M 0.01%
26,325
-955
309
$1.02M 0.01%
127,758
-42,347
310
$1M 0.01%
164,360
+13,400
311
$996K 0.01%
26,636
-6,546
312
$991K 0.01%
5,621
313
$961K 0.01%
27,851
314
$938K 0.01%
23,433
-57,635
315
$934K 0.01%
+61,469
316
$918K 0.01%
4,535
-9,029
317
$901K 0.01%
13,282
-12,920
318
$899K 0.01%
42,201
-66,798
319
$883K 0.01%
29,703
+4,217
320
$869K 0.01%
+2,670
321
$856K 0.01%
10,350
+1,460
322
$835K 0.01%
52,235
+39,923
323
$822K 0.01%
+9,500
324
$775K 0.01%
7,291
-359,818
325
$770K 0.01%
+42,234
11 12
13
14 15