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
$6.47B
AUM Growth
-$640M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$49.1M
3
+$47.8M
4
PG icon
Procter & Gamble
PG
+$41.4M
5
DAL icon
Delta Air Lines
DAL
+$38.9M

Top Sells

1
+$291M
2
+$41.3M
3
+$33.4M
4
RHI icon
Robert Half
RHI
+$32.7M
5
PSA icon
Public Storage
PSA
+$28.7M

Sector Composition

1 Technology 25.2%
2 Financials 12.72%
3 Healthcare 12.45%
4 Consumer Discretionary 11.71%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$288K ﹤0.01%
36,962
-38,267
452
$287K ﹤0.01%
+5,334
453
$286K ﹤0.01%
13,132
454
$282K ﹤0.01%
11,375
-70,005
455
$282K ﹤0.01%
+4,501
456
$281K ﹤0.01%
+9,972
457
$268K ﹤0.01%
2,623
+254
458
$266K ﹤0.01%
+7,570
459
$266K ﹤0.01%
+5,564
460
$264K ﹤0.01%
147,537
461
$261K ﹤0.01%
+2,336
462
$261K ﹤0.01%
6,986
463
$260K ﹤0.01%
27,004
464
$256K ﹤0.01%
14,616
-141,500
465
$254K ﹤0.01%
2,261
-16,837
466
$252K ﹤0.01%
9,451
467
$252K ﹤0.01%
1,756
+260
468
$249K ﹤0.01%
+2,329
469
$249K ﹤0.01%
+3,872
470
$246K ﹤0.01%
+14,982
471
$245K ﹤0.01%
1,130
+140
472
$242K ﹤0.01%
+5,947
473
$238K ﹤0.01%
+8,700
474
$237K ﹤0.01%
+3,855
475
$237K ﹤0.01%
10,069
-30,686
17 18
19
20 21