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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$74M
2 +$68M
3 +$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1 +$47.7M
2 +$42.3M
3 +$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-13,145
402
-26,022
403
-29,607
404
-55,627
405
-167,607
406
-734,706
407
-121,055
408
-2,850
409
-20,455
410
-90,070
411
-8,200
412
-98,417
413
-104,304
414
-68,780
415
-3,366
416
-10,938
417
-1,012
418
-721,439
419
-46,866
420
-49,666
421
-151,676
422
-188,333
423
-18,574
424
-44,293
425
-14,562