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
401
$843K 0.01%
18,375
-246,670
402
$841K 0.01%
+21,150
403
$821K 0.01%
+109,140
404
$821K 0.01%
61,255
+19,966
405
$809K 0.01%
13,010
-381,233
406
$801K 0.01%
+22,844
407
$785K 0.01%
59,601
408
$769K 0.01%
3,169
+178
409
$767K 0.01%
44,422
+22,019
410
$763K 0.01%
8,669
-60,404
411
$760K 0.01%
3,884
-61,251
412
$739K 0.01%
18,700
-111,602
413
$739K 0.01%
51,247
-51,836
414
$735K 0.01%
16,133
+6,305
415
$703K 0.01%
+29,850
416
$694K 0.01%
+10,193
417
$687K 0.01%
12,846
+5,173
418
$681K 0.01%
9,592
-3,286
419
$662K 0.01%
194,244
-439,479
420
$649K 0.01%
3,200
-344,291
421
$648K 0.01%
11,200
-230,400
422
$646K 0.01%
+9,251
423
$631K 0.01%
28,834
-22,975
424
$630K 0.01%
+1,797
425
$629K 0.01%
2,990
15 16
17
18 19