JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
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
+$86.4M
2
+$65.1M
3
+$39.6M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$34.9M

Top Sells

1
+$43.8M
2
+$40.2M
3
+$39.2M
4
MRK icon
Merck
MRK
+$38.8M
5
WST icon
West Pharmaceutical
WST
+$37.5M

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
351
$397K 0.01%
17,934
352
$390K 0.01%
17,824
-3,837
353
$375K 0.01%
+8,504
354
$339K ﹤0.01%
8,536
-1,768
355
$305K ﹤0.01%
+5,445
356
$299K ﹤0.01%
+7,080
357
$277K ﹤0.01%
866
358
$269K ﹤0.01%
11,375
359
$256K ﹤0.01%
36,667
360
$232K ﹤0.01%
+2,272
361
$226K ﹤0.01%
+16,366
362
$225K ﹤0.01%
8,841
-3,347
363
$210K ﹤0.01%
+79
364
$207K ﹤0.01%
+12,892
365
$185K ﹤0.01%
27,004
366
$164K ﹤0.01%
+17,354
367
$154K ﹤0.01%
19,628
368
$154K ﹤0.01%
+11,861
369
$143K ﹤0.01%
+37,995
370
$69.1K ﹤0.01%
11,712
-274,313
371
$62.2K ﹤0.01%
11,712
+1,358
372
$41.2K ﹤0.01%
+11,632
373
– –
-744,861
374
– –
-173,486
375
– –
-37,753
13 14
15
16 17