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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.54M 0.03%
60,750
377
$2.53M 0.03%
32,861
-1,239
378
$2.51M 0.03%
84,699
-16,235
379
$2.48M 0.03%
+17,312
380
$2.44M 0.02%
15,840
+5,622
381
$2.42M 0.02%
69,002
-39,346
382
$2.37M 0.02%
160,784
383
$2.37M 0.02%
49,482
-235,470
384
$2.31M 0.02%
10,405
+7,588
385
$2.2M 0.02%
11,151
-17,844
386
$2.19M 0.02%
10,304
+2,313
387
$2.17M 0.02%
10,918
-15,220
388
$2.16M 0.02%
+12,200
389
$2.15M 0.02%
49,798
-931,976
390
$2.13M 0.02%
22,793
391
$2.11M 0.02%
121,136
-6,956
392
$2.1M 0.02%
11,895
+4,709
393
$2.06M 0.02%
14,131
+12,158
394
$2.05M 0.02%
+49,279
395
$2.05M 0.02%
+17,112
396
$1.95M 0.02%
7,322
+2,679
397
$1.92M 0.02%
53,156
-380,251
398
$1.89M 0.02%
17,818
-47,368
399
$1.85M 0.02%
3,468
+1,307
400
$1.84M 0.02%
+14,139
14 15
16
17 18