JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$85.3M
3
+$82.1M
4
NVST icon
Envista
NVST
+$79M
5
PGR icon
Progressive
PGR
+$72.7M

Top Sells

1
+$105M
2
+$88.9M
3
+$71M
4
LNG icon
Cheniere Energy
LNG
+$70.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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474
$0 ﹤0.01%
18,000
475
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-399,412
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