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
$2.58B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.9M
3
+$14.4M
4
BX icon
Blackstone
BX
+$12.9M
5
AMG icon
Affiliated Managers Group
AMG
+$11.7M

Top Sells

1
+$29.8M
2
+$11.7M
3
+$11.7M
4
MET icon
MetLife
MET
+$10.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M

Sector Composition

1 Financials 25.91%
2 Technology 18.22%
3 Healthcare 11.65%
4 Industrials 10.93%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.5M 0.95%
236,390
-9,574
27
$24.2M 0.94%
421,119
-26,136
28
$23M 0.89%
396,541
-26,751
29
$21.4M 0.83%
559,682
-32,940
30
$19.9M 0.77%
171,405
-16
31
$19.4M 0.75%
213,835
-14,339
32
$19.3M 0.75%
370,002
-7,041
33
$18.7M 0.73%
348,854
-23,067
34
$18.6M 0.72%
1,385,484
+448,398
35
$18.5M 0.72%
366,000
36
$18.3M 0.71%
315,893
-677
37
$17.6M 0.68%
269,232
-14,513
38
$17.5M 0.68%
557,830
-949,681
39
$17.4M 0.68%
236,005
+5,066
40
$16.9M 0.66%
+201,792
41
$16.4M 0.64%
323,483
-20,653
42
$16.3M 0.63%
292,000
+164,248
43
$16.2M 0.63%
199,352
-22,640
44
$16.1M 0.62%
322,650
-14,658
45
$15.9M 0.62%
225,005
-14,091
46
$15.9M 0.62%
1,196,271
+1,085,451
47
$15.5M 0.6%
616,296
-39,767
48
$15.2M 0.59%
703,000
49
$15.1M 0.58%
165,265
-11,322
50
$14.8M 0.58%
610,000
+82,260
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