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
$2.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$85.3M
3
+$69.8M
4
JPM icon
JPMorgan Chase
JPM
+$50.5M
5
BAC icon
Bank of America
BAC
+$44.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.34%
2 Technology 17.01%
3 Healthcare 12.28%
4 Industrials 10.69%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.4M 0.95%
+448,716
27
$20.5M 0.91%
+1,196,103
28
$20.3M 0.9%
+371,306
29
$19.3M 0.86%
+290,829
30
$19.1M 0.85%
+172,801
31
$18.9M 0.85%
+735,300
32
$18M 0.81%
+587,516
33
$18M 0.8%
+225,191
34
$17.8M 0.79%
+417,639
35
$17.7M 0.79%
+434,328
36
$16.8M 0.75%
+291,670
37
$16.7M 0.75%
+324,170
38
$16.3M 0.73%
+528,447
39
$16.3M 0.73%
+1,473,358
40
$16.2M 0.72%
+209,957
41
$16.1M 0.72%
+281,564
42
$15.7M 0.7%
+366,564
43
$15.3M 0.68%
+648,550
44
$15M 0.67%
+230,999
45
$14.9M 0.67%
+149,266
46
$14.9M 0.66%
+173,773
47
$14.5M 0.65%
+341,901
48
$14.5M 0.65%
+177,347
49
$14.2M 0.64%
+340,850
50
$14M 0.63%
+92,822
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2
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