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
$2.88B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$52.7M
3
+$48M
4
C icon
Citigroup
C
+$33M
5
HRB icon
H&R Block
HRB
+$24M

Top Sells

1
+$108M
2
+$45.6M
3
+$27.8M
4
MSFT icon
Microsoft
MSFT
+$16.5M
5
WFC icon
Wells Fargo
WFC
+$10.7M

Sector Composition

1 Technology 18.9%
2 Financials 17.84%
3 Industrials 13.28%
4 Consumer Discretionary 11.19%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.7M 0.79%
409,632
-193,290
27
$21.8M 0.76%
170,948
-33,472
28
$21M 0.73%
309,555
-566
29
$20.3M 0.7%
455,228
-96,900
30
$20.1M 0.7%
321,429
-2,867
31
$19.7M 0.68%
354,708
32
$19.2M 0.67%
493,374
-5,184
33
$18.4M 0.64%
102,700
+15,200
34
$18.2M 0.63%
223,452
35
$18.2M 0.63%
418,749
-1,339
36
$18.1M 0.63%
200,000
+31,360
37
$18M 0.62%
335,300
+39,300
38
$16.9M 0.59%
265,694
-1,000
39
$16M 0.56%
266,500
-500
40
$15.5M 0.54%
224,566
-239,620
41
$15.2M 0.53%
146,146
-1,330
42
$15M 0.52%
146,000
+35,977
43
$14.4M 0.5%
337,749
44
$14.3M 0.5%
1,084,423
-15,100
45
$14.2M 0.49%
254,960
-21,245
46
$14.2M 0.49%
316,974
-822
47
$13.9M 0.48%
208,322
48
$13.8M 0.48%
150,679
-2,671
49
$13.7M 0.47%
184,434
-856
50
$13.6M 0.47%
370,308
-28,000
1
2
3 4 5