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
426
$626K 0.01%
+31,300
427
$621K 0.01%
+4,679
428
$610K 0.01%
+27,408
429
$607K 0.01%
+103,200
430
$603K 0.01%
4,038
+150
431
$569K 0.01%
1,749
-17,713
432
$556K 0.01%
13,983
433
$556K 0.01%
+7,700
434
$550K 0.01%
+4,834
435
$542K 0.01%
26,201
-243,112
436
$534K 0.01%
72,207
+60,129
437
$532K 0.01%
2,762
-360
438
$527K 0.01%
3,619
+520
439
$522K 0.01%
10,092
-1,178
440
$518K 0.01%
147,537
441
$511K 0.01%
8,321
-30,440
442
$506K 0.01%
66,115
443
$501K 0.01%
12,995
444
$490K 0.01%
+1,873
445
$486K 0.01%
+5,042
446
$486K 0.01%
+57,800
447
$478K 0.01%
+6,618
448
$473K 0.01%
8,000
-6,329
449
$464K 0.01%
2,689
-314
450
$463K 0.01%
7,562
16 17
18
19 20