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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.23M 0.02%
216,498
-43,369
327
$1.23M 0.02%
124,022
-20,827
328
$1.19M 0.02%
93,385
329
$1.15M 0.02%
33,182
+14,941
330
$1.14M 0.02%
58,239
+36,047
331
$1.14M 0.02%
27,851
-20,318
332
$1.13M 0.02%
10,115
-45,621
333
$1.13M 0.02%
+14,567
334
$1.12M 0.02%
+9,797
335
$1.12M 0.02%
23,490
-735
336
$1.12M 0.02%
+6,376
337
$1.06M 0.02%
33,214
-7,043
338
$969K 0.01%
+33,360
339
$965K 0.01%
26,022
-363,756
340
$963K 0.01%
150,960
+82,853
341
$949K 0.01%
765,198
342
$908K 0.01%
+147,154
343
$889K 0.01%
121,055
+15,487
344
$878K 0.01%
47,245
+879
345
$867K 0.01%
132,954
346
$856K 0.01%
53,724
347
$854K 0.01%
3,060
+117
348
$853K 0.01%
27,280
+3,491
349
$829K 0.01%
+80,089
350
$789K 0.01%
28,866
-4,003
12 13
14
15 16