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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1 +$117M
2 +$81.5M
3 +$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1 +$115M
2 +$113M
3 +$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$4.07M 0.04%
52,150
+34,997
327
$3.97M 0.04%
307,566
-587,972
328
$3.96M 0.04%
256,800
329
$3.91M 0.04%
3,789
330
$3.84M 0.04%
915,000
331
$3.83M 0.04%
78,295
+52,823
332
$3.83M 0.04%
4,121
+2,684
333
$3.74M 0.04%
17,190
+10,381
334
$3.67M 0.04%
78,709
335
$3.65M 0.04%
+11,968
336
$3.65M 0.04%
63,473
-502,248
337
$3.64M 0.04%
112,351
-23,248
338
$3.63M 0.04%
152,800
-180,664
339
$3.62M 0.04%
1,559,881
+52,749
340
$3.61M 0.04%
180,000
341
$3.54M 0.04%
37,000
342
$3.54M 0.04%
633,723
-190,833
343
$3.48M 0.04%
64,258
344
$3.47M 0.04%
200,000
345
$3.39M 0.03%
19,373
-36,779
346
$3.39M 0.03%
44,638
+13,869
347
$3.32M 0.03%
13,545
+5,880
348
$3.3M 0.03%
36,566
+25,346
349
$3.29M 0.03%
459,526
-4,874
350
$3.29M 0.03%
21,703
-25,666