JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$103M
3
+$103M
4
JNJ icon
Johnson & Johnson
JNJ
+$93.6M
5
WAT icon
Waters Corp
WAT
+$74.5M

Top Sells

1
+$111M
2
+$102M
3
+$95.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$90.9M
5
GM icon
General Motors
GM
+$86.9M

Sector Composition

1 Technology 29.89%
2 Financials 12.66%
3 Communication Services 10.72%
4 Healthcare 9.92%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$202K ﹤0.01%
+3,918
427
$202K ﹤0.01%
1,268
-479,841
428
$201K ﹤0.01%
5,295
-424,910
429
$162K ﹤0.01%
+23,874
430
$145K ﹤0.01%
29,243
-173,328
431
$122K ﹤0.01%
+21,162
432
$115K ﹤0.01%
+40,520
433
$108K ﹤0.01%
+10,750
434
$46.2K ﹤0.01%
+11,426
435
– –
-319,446
436
– –
-141,095
437
– –
-204,318
438
– –
-17,373
439
– –
-37,465
440
– –
-531,375
441
– –
-693,707
442
– –
-84,700
443
– –
-4,279,308
444
– –
-956,000
445
– –
-54,562
446
– –
-168,947
447
– –
-150,905
448
– –
-108,000
449
– –
-140,099
450
– –
-37,710
16 17
18
19 20