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
351
$1.39M 0.02%
37,817
352
$1.39M 0.02%
53,449
+27,075
353
$1.36M 0.02%
+34,156
354
$1.36M 0.02%
30,671
-13,600
355
$1.31M 0.01%
145,377
+17,637
356
$1.3M 0.01%
+39,443
357
$1.3M 0.01%
51,447
358
$1.29M 0.01%
5,503
359
$1.28M 0.01%
+153,700
360
$1.27M 0.01%
+34,136
361
$1.27M 0.01%
172,802
362
$1.26M 0.01%
20,423
363
$1.24M 0.01%
+4,883
364
$1.22M 0.01%
12,038
+5,150
365
$1.22M 0.01%
21,218
+2,030
366
$1.22M 0.01%
60,214
-45,563
367
$1.2M 0.01%
83,961
+41,082
368
$1.17M 0.01%
13,753
-26,347
369
$1.16M 0.01%
42,170
+33,403
370
$1.16M 0.01%
+4,037
371
$1.15M 0.01%
23,735
-1,708
372
$1.15M 0.01%
+3,180
373
$1.12M 0.01%
84,408
374
$1.12M 0.01%
37,832
+13,099
375
$1.11M 0.01%
38,536
13 14
15
16 17