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
$6.47B
AUM Growth
-$640M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1 +$51.4M
2 +$49.1M
3 +$47.8M
4
PG icon
Procter & Gamble
PG
+$41.4M
5
DAL icon
Delta Air Lines
DAL
+$38.9M

Top Sells

1 +$291M
2 +$41.3M
3 +$33.4M
4
RHI icon
Robert Half
RHI
+$32.7M
5
PSA icon
Public Storage
PSA
+$28.7M

Sector Composition

1 Technology 25.2%
2 Financials 12.72%
3 Healthcare 12.45%
4 Consumer Discretionary 11.71%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1.71M 0.03%
56,964
+14,902
327
$1.7M 0.03%
+12,222
328
$1.68M 0.03%
15,576
-52,354
329
$1.67M 0.03%
+7,784
330
$1.62M 0.03%
+157,602
331
$1.55M 0.02%
93,385
+27,082
332
$1.52M 0.02%
59,767
333
$1.5M 0.02%
263,056
334
$1.48M 0.02%
5,503
335
$1.46M 0.02%
39,600
+9,630
336
$1.45M 0.02%
765,198
337
$1.44M 0.02%
124,332
+76,666
338
$1.44M 0.02%
183,797
339
$1.43M 0.02%
+195,255
340
$1.4M 0.02%
144,849
-240,320
341
$1.39M 0.02%
74,136
342
$1.37M 0.02%
11,566
+2,137
343
$1.34M 0.02%
+34,228
344
$1.33M 0.02%
23,822
-9,230
345
$1.32M 0.02%
+59,523
346
$1.29M 0.02%
12,153
+7,094
347
$1.28M 0.02%
+6,957
348
$1.26M 0.02%
77,292
+12,273
349
$1.26M 0.02%
120,397
-280,870
350
$1.24M 0.02%
+222,898