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
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$25.1M
3
+$17.8M
4
BAC icon
Bank of America
BAC
+$8.97M
5
WFC icon
Wells Fargo
WFC
+$8.89M

Top Sells

1
+$33.7M
2
+$15.9M
3
+$15.1M
4
AXP icon
American Express
AXP
+$14.6M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.4M 0.78%
917,547
-18,261
27
$22.6M 0.76%
270,183
-18,930
28
$21.4M 0.71%
341,774
-6,910
29
$21.2M 0.71%
630,602
-11,263
30
$20.9M 0.7%
546,943
-11,350
31
$20.5M 0.69%
218,295
-15,700
32
$20.2M 0.68%
313,860
-1,400
33
$19.9M 0.66%
936,273
-2,200
34
$19.2M 0.64%
164,380
-7,870
35
$18.7M 0.62%
525,000
+500,000
36
$18.1M 0.6%
236,141
+13,415
37
$18.1M 0.6%
244,241
-4,990
38
$17.8M 0.59%
606,923
-2,700
39
$17.6M 0.59%
125,177
-700
40
$17.5M 0.58%
501,365
-22,122
41
$16.7M 0.56%
295,699
-3,590
42
$16.3M 0.54%
249,814
-21,411
43
$16.2M 0.54%
369,180
-373
44
$16M 0.53%
191,037
-6,808
45
$15.1M 0.5%
161,899
-6,213
46
$14.9M 0.5%
161,282
-2,518
47
$14.8M 0.5%
231,004
-8,005
48
$14.3M 0.48%
598,612
-6,653
49
$14.2M 0.48%
614,170
-51,187
50
$14M 0.47%
900,179
-4,813
1
2
3 4 5