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
351
$778K 0.01%
16,344
-2,955
352
$760K 0.01%
+11,225
353
$750K 0.01%
+46,522
354
$750K 0.01%
13,145
+5,278
355
$749K 0.01%
57,439
-181,448
356
$746K 0.01%
+71,087
357
$745K 0.01%
+42,082
358
$738K 0.01%
+18,574
359
$719K 0.01%
23,500
-7,200
360
$701K 0.01%
+16,994
361
$699K 0.01%
+8,890
362
$690K 0.01%
25,486
+12,354
363
$657K 0.01%
+12,484
364
$655K 0.01%
12,309
-11,513
365
$629K 0.01%
31,057
366
$611K 0.01%
27,217
+7,308
367
$605K 0.01%
1,012
-53,188
368
$599K 0.01%
+21,918
369
$577K 0.01%
15,037
-21,715
370
$526K 0.01%
37,700
+23,084
371
$525K 0.01%
46,866
-27,270
372
$517K 0.01%
+20,029
373
$498K 0.01%
7,852
-6,928
374
$470K 0.01%
21,661
+731
375
$469K 0.01%
9,138
-363
13 14
15
16 17