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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.28M 0.03%
915,000
327
$3.25M 0.03%
+55,554
328
$3.16M 0.03%
84,898
-246
329
$3.1M 0.03%
15,977
-58,627
330
$3.06M 0.03%
52,460
+44,083
331
$2.97M 0.03%
195,009
332
$2.91M 0.03%
+295,074
333
$2.91M 0.03%
+36,364
334
$2.83M 0.03%
36,453
-549,740
335
$2.83M 0.03%
+11,259
336
$2.82M 0.03%
+101,316
337
$2.82M 0.03%
8,749
-2,181
338
$2.76M 0.03%
60,750
339
$2.73M 0.03%
22,540
-37,192
340
$2.7M 0.03%
124,834
-14,162
341
$2.67M 0.03%
27,095
-23,681
342
$2.66M 0.03%
633,723
343
$2.65M 0.03%
120,487
344
$2.63M 0.03%
142,404
-340,883
345
$2.63M 0.03%
45,568
-31,330
346
$2.58M 0.03%
38,761
+33,571
347
$2.55M 0.03%
16,158
+9,198
348
$2.51M 0.03%
44,271
+36,229
349
$2.45M 0.03%
+101,654
350
$2.36M 0.02%
42,062
-241,750
12 13
14
15 16