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
$10.4B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$157M
2 +$91.1M
3 +$86.9M
4
CRH icon
CRH
CRH
+$83.9M
5
MRK icon
Merck
MRK
+$83.7M

Top Sells

1 +$90.4M
2 +$82.4M
3 +$75M
4
PNC icon
PNC Financial Services
PNC
+$69.9M
5
UBER icon
Uber
UBER
+$68.9M

Sector Composition

1 Technology 23.2%
2 Financials 11.93%
3 Healthcare 10.77%
4 Industrials 9.72%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$3.87M 0.04%
352,942
-144,481
302
$3.85M 0.04%
+60,262
303
$3.81M 0.04%
363,553
-211,666
304
$3.75M 0.04%
60,742
-10,287
305
$3.73M 0.04%
244,735
+6,797
306
$3.72M 0.04%
+226,637
307
$3.58M 0.03%
13,544
-62,158
308
$3.53M 0.03%
+168,171
309
$3.49M 0.03%
217,919
+170,944
310
$3.49M 0.03%
310,068
-109,694
311
$3.47M 0.03%
96,673
-7,943
312
$3.46M 0.03%
29,209
+16,892
313
$3.44M 0.03%
+247,280
314
$3.41M 0.03%
102,654
-290,199
315
$3.39M 0.03%
+392,851
316
$3.38M 0.03%
319,446
317
$3.33M 0.03%
308,172
+39,345
318
$3.33M 0.03%
+160,768
319
$3.33M 0.03%
88,080
-32,357
320
$3.25M 0.03%
36,130
-834,826
321
$3.2M 0.03%
+76,967
322
$3.16M 0.03%
390,724
323
$3.13M 0.03%
+117,299
324
$2.99M 0.03%
3,113
-68
325
$2.85M 0.03%
+270,314