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
401
$1.1M 0.01%
12,737
+4,211
402
$1.1M 0.01%
20,821
-29,451
403
$1.1M 0.01%
+9,606
404
$1.09M 0.01%
12,878
-197,487
405
$1.09M 0.01%
+19,123
406
$1.09M 0.01%
+3,629
407
$1.07M 0.01%
22,420
-298,250
408
$1.07M 0.01%
+22,529
409
$1.06M 0.01%
80,408
-629,802
410
$1.06M 0.01%
20,423
411
$1.03M 0.01%
+11,999
412
$1.02M 0.01%
66,663
-1,504,455
413
$1M 0.01%
51,809
-10,504
414
$989K 0.01%
18,800
+3,800
415
$957K 0.01%
14,329
+389
416
$947K 0.01%
44,202
-244,396
417
$920K 0.01%
3,496
418
$912K 0.01%
+50,048
419
$910K 0.01%
51,683
+1,139
420
$906K 0.01%
+41,289
421
$882K 0.01%
+24,153
422
$879K 0.01%
+59,601
423
$877K 0.01%
10,043
-1,306
424
$858K 0.01%
13,638
-91,530
425
$847K 0.01%
15,621
-5,693
15 16
17
18 19