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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$232K ﹤0.01%
11,368
-47,627
402
$229K ﹤0.01%
147,537
403
$216K ﹤0.01%
+19,628
404
$214K ﹤0.01%
27,004
405
$212K ﹤0.01%
+2,850
406
$210K ﹤0.01%
+11,666
407
$208K ﹤0.01%
+12,312
408
$203K ﹤0.01%
+866
409
$90.8K ﹤0.01%
25,676
410
$57.8K ﹤0.01%
+10,354
411
$37K ﹤0.01%
+14,562
412
– –
-2,487
413
– –
-61,472
414
– –
-6,471
415
– –
-5,564
416
– –
-20,612
417
– –
-1,697
418
– –
-106,702
419
– –
-39,744
420
– –
-65,379
421
– –
-28,000
422
– –
-28,034
423
– –
-10,069
424
– –
-3,872
425
$0 ﹤0.01%
18,000
15 16
17
18 19