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
351
$2.33M 0.02%
28,546
352
$2.32M 0.02%
+85,008
353
$2.24M 0.02%
120,588
-156,000
354
$2.24M 0.02%
+19,714
355
$2.21M 0.02%
+63,400
356
$2.19M 0.02%
22,140
-58,072
357
$2.17M 0.02%
4,308
358
$2.14M 0.02%
+8,450
359
$2.13M 0.02%
+14,401
360
$2.06M 0.02%
+60,995
361
$1.94M 0.02%
105,777
+10,107
362
$1.9M 0.02%
9,733
-36,166
363
$1.89M 0.02%
+18,806
364
$1.87M 0.02%
43,342
-25,947
365
$1.85M 0.02%
29,370
-1,036,489
366
$1.82M 0.02%
14,601
+5,098
367
$1.82M 0.02%
161,441
+121,121
368
$1.69M 0.02%
+452,692
369
$1.69M 0.02%
3,193
-546
370
$1.68M 0.02%
13,510
-976
371
$1.66M 0.02%
+37,817
372
$1.64M 0.02%
+36,416
373
$1.64M 0.02%
+103,083
374
$1.62M 0.02%
2,481
+2,111
375
$1.62M 0.02%
172,802
13 14
15
16 17