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
376
$1.57M 0.02%
+4,049
377
$1.56M 0.02%
+4,169
378
$1.53M 0.02%
+58,954
379
$1.5M 0.02%
+259,196
380
$1.49M 0.02%
24,481
+9,819
381
$1.49M 0.02%
+27,622
382
$1.48M 0.02%
5,374
+2,054
383
$1.48M 0.02%
+9,009
384
$1.46M 0.02%
157,350
385
$1.4M 0.01%
23,145
+12,261
386
$1.37M 0.01%
+93,460
387
$1.36M 0.01%
17,460
+13,147
388
$1.33M 0.01%
+63,647
389
$1.32M 0.01%
29,017
-41,027
390
$1.3M 0.01%
5,503
391
$1.29M 0.01%
127,740
-5,977
392
$1.27M 0.01%
84,408
-27,168
393
$1.26M 0.01%
51,447
394
$1.24M 0.01%
25,443
-2,859
395
$1.23M 0.01%
+182,839
396
$1.21M 0.01%
+19,188
397
$1.18M 0.01%
+67,629
398
$1.17M 0.01%
+14,031
399
$1.13M 0.01%
+5,425
400
$1.11M 0.01%
+26,322
14 15
16
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