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
451
$461K 0.01%
6,422
452
$459K 0.01%
+48,035
453
$454K 0.01%
67,020
454
$443K 0.01%
2,990
-900
455
$442K 0.01%
+38,017
456
$441K 0.01%
7,609
457
$440K 0.01%
7,107
+3,190
458
$438K 0.01%
+18,695
459
$434K ﹤0.01%
3,286
-1,129
460
$422K ﹤0.01%
88
-1
461
$418K ﹤0.01%
+22,001
462
$413K ﹤0.01%
+21,586
463
$412K ﹤0.01%
33,293
-2,784
464
$409K ﹤0.01%
8,748
-209
465
$403K ﹤0.01%
+24,076
466
$402K ﹤0.01%
7,812
-130
467
$400K ﹤0.01%
+2,701
468
$390K ﹤0.01%
+24,465
469
$389K ﹤0.01%
6,482
-84,681
470
$388K ﹤0.01%
+9,499
471
$373K ﹤0.01%
1,547
-208
472
$366K ﹤0.01%
2,197
-40,760
473
$358K ﹤0.01%
+26,680
474
$357K ﹤0.01%
18,558
475
$356K ﹤0.01%
+33,722
17 18
19
20 21