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
401
$1.75M 0.02%
36,050
-7,482
402
$1.72M 0.02%
84,810
+24,385
403
$1.7M 0.02%
+13,618
404
$1.68M 0.02%
56,495
405
$1.68M 0.02%
6,163
+2,445
406
$1.68M 0.02%
10,482
-222,011
407
$1.67M 0.02%
15,867
+5,789
408
$1.61M 0.02%
+23,000
409
$1.6M 0.02%
6,842
-8,562
410
$1.55M 0.02%
158,304
+20,679
411
$1.54M 0.02%
11,005
-8,907
412
$1.49M 0.02%
+10,266
413
$1.45M 0.01%
+6,308
414
$1.42M 0.01%
82,355
-23,219
415
$1.41M 0.01%
+14,969
416
$1.41M 0.01%
157,350
417
$1.38M 0.01%
+8,067
418
$1.37M 0.01%
111,576
-6,690
419
$1.36M 0.01%
+58,001
420
$1.36M 0.01%
+291,094
421
$1.35M 0.01%
96,701
+1,207
422
$1.34M 0.01%
+26,900
423
$1.34M 0.01%
+5,350
424
$1.33M 0.01%
+2,499
425
$1.31M 0.01%
+89,634
15 16
17
18 19