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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1 +$52.2M
2 +$47.2M
3 +$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1 +$84.8M
2 +$69.8M
3 +$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1.79M 0.02%
18,444
+6,445
327
$1.76M 0.02%
22,700
+19,073
328
$1.71M 0.02%
13,193
+10,906
329
$1.71M 0.02%
14,508
+11,979
330
$1.7M 0.02%
48,076
+41,348
331
$1.69M 0.02%
20,924
+17,115
332
$1.69M 0.02%
20,537
+6,506
333
$1.68M 0.02%
34,497
+28,164
334
$1.67M 0.02%
80,663
+17,016
335
$1.66M 0.02%
30,065
+10,942
336
$1.65M 0.02%
+80,315
337
$1.65M 0.02%
37,912
+11,590
338
$1.64M 0.02%
13,118
-392
339
$1.61M 0.02%
9,596
+587
340
$1.61M 0.02%
+10,600
341
$1.6M 0.02%
37,137
+30,933
342
$1.6M 0.02%
58,954
343
$1.53M 0.02%
13,357
-98,835
344
$1.5M 0.02%
+15,465
345
$1.5M 0.02%
+15,762
346
$1.48M 0.02%
18,441
+10,240
347
$1.47M 0.02%
25,409
+12,776
348
$1.42M 0.02%
5,374
349
$1.41M 0.02%
+12,200
350
$1.4M 0.02%
17,369
-215,093