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
376
$1.11M 0.01%
+70,000
377
$1.07M 0.01%
+7,091
378
$1.06M 0.01%
+13,492
379
$1.06M 0.01%
+13,168
380
$1.06M 0.01%
2,377
-1,672
381
$1.04M 0.01%
51,683
382
$1.02M 0.01%
+8,344
383
$1.02M 0.01%
14,859
-39,523
384
$987K 0.01%
452,692
385
$980K 0.01%
+34,490
386
$977K 0.01%
+12,667
387
$947K 0.01%
58,899
-7,764
388
$931K 0.01%
20,580
-8,437
389
$925K 0.01%
2,900
-15,931
390
$925K 0.01%
15,200
-30,368
391
$922K 0.01%
53,319
-13,266
392
$910K 0.01%
+27,738
393
$880K 0.01%
41,882
-2,320
394
$878K 0.01%
50,048
395
$872K 0.01%
24,169
-19,173
396
$869K 0.01%
1,933
-105
397
$868K 0.01%
15,621
398
$867K 0.01%
12,620
+4,059
399
$849K 0.01%
48,765
-93,639
400
$845K 0.01%
3,382