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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
American Tower
AMT
+$8.86M

Sector Composition

1 Technology 18.21%
2 Financials 18.13%
3 Industrials 13.7%
4 Consumer Discretionary 10.64%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 0.84%
476,362
27
$22.3M 0.83%
1,500,000
28
$20.7M 0.77%
1,131,461
+97,667
29
$20.2M 0.76%
354,467
-6,193
30
$20.2M 0.76%
478,600
+357,900
31
$19.9M 0.74%
416,208
-141,000
32
$17.6M 0.66%
280,214
33
$17.6M 0.66%
355,053
-1,026
34
$17.4M 0.65%
147,476
-1,670
35
$17.3M 0.65%
420,540
36
$17.2M 0.64%
498,558
-79,032
37
$16.8M 0.63%
257,297
-3,391
38
$16.8M 0.63%
1,079,323
+300,000
39
$15.5M 0.58%
223,652
40
$15.4M 0.57%
275,905
-234
41
$13.5M 0.51%
227,000
-74,202
42
$13.2M 0.49%
338,108
43
$13.1M 0.49%
514,900
+21,900
44
$13M 0.49%
165,202
-92,509
45
$12.7M 0.48%
138,256
+99,356
46
$12.7M 0.48%
331,032
-179,364
47
$12.7M 0.47%
153,124
-19,003
48
$12.6M 0.47%
121,900
-41,100
49
$12.4M 0.46%
76,000
+4,245
50
$12.3M 0.46%
74,600
+2,900
1
2
3 4 5