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
426
$829K 0.01%
+78,317
427
$824K 0.01%
+9,873
428
$807K 0.01%
3,382
-95,319
429
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2,038
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430
$803K 0.01%
38,536
431
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+28,250
432
$791K 0.01%
24,733
-3,213
433
$757K 0.01%
+66,585
434
$751K 0.01%
23,009
+4,776
435
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132,266
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436
$746K 0.01%
22,403
-60,831
437
$726K 0.01%
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438
$721K 0.01%
6,888
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439
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440
$700K 0.01%
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441
$697K 0.01%
7,135
-10,371
442
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443
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444
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3,879
-68,567
445
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446
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447
$668K 0.01%
2,990
448
$627K 0.01%
66,115
449
$618K 0.01%
2,991
450
$594K 0.01%
+67,020
16 17
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