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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$763K 0.01%
+10,809
327
$734K 0.01%
3,060
328
$708K 0.01%
5,160
-14,980
329
$701K 0.01%
64,831
-6,256
330
$691K 0.01%
48,452
-5,272
331
$684K 0.01%
31,057
332
$664K 0.01%
48,921
-9,318
333
$632K 0.01%
+87,115
334
$623K 0.01%
34,899
+1,539
335
$608K 0.01%
27,991
-31,776
336
$566K 0.01%
+9,712
337
$556K 0.01%
+25,637
338
$543K 0.01%
20,507
-1,411
339
$537K 0.01%
3,470
-143,570
340
$536K 0.01%
+13,256
341
$520K 0.01%
9,138
342
$484K 0.01%
35,071
-58,314
343
$473K 0.01%
+29,009
344
$469K 0.01%
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345
$465K 0.01%
147,537
346
$464K 0.01%
9,780
-6,564
347
$464K 0.01%
+7,354
348
$457K 0.01%
3,758
+275
349
$450K 0.01%
119
350
$422K 0.01%
5,755
12 13
14
15 16