JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$28M
3
+$25.4M
4
ETFC
E*Trade Financial Corporation
ETFC
+$25.3M
5
FWONK icon
Liberty Media Series C
FWONK
+$17.8M

Top Sells

1
+$20.8M
2
+$11.8M
3
+$9.48M
4
BBD icon
Banco Bradesco
BBD
+$6.31M
5
T icon
AT&T
T
+$6.03M

Sector Composition

1 Financials 20.55%
2 Technology 19.12%
3 Consumer Discretionary 13.25%
4 Industrials 12.2%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.4M 0.82%
827,117
+23,904
27
$28.4M 0.82%
+390,000
28
$28.2M 0.81%
568,422
+550,922
29
$27.1M 0.78%
115,687
+2,987
30
$26.8M 0.77%
363,714
+13,014
31
$24.2M 0.7%
125,303
+147
32
$23.9M 0.69%
350,195
-4,513
33
$23.3M 0.67%
159,749
-4,506
34
$22.2M 0.64%
1,909,713
+1,763,200
35
$21.7M 0.62%
156,393
-22,296
36
$21.4M 0.62%
1,265,243
+149,420
37
$19.8M 0.57%
+622,573
38
$19.7M 0.57%
196,760
+31,060
39
$19.3M 0.56%
132,161
+82,961
40
$19.3M 0.56%
481,672
41
$19.2M 0.55%
208,322
42
$18.7M 0.54%
314,410
43
$18.3M 0.53%
718,828
-56,772
44
$18.2M 0.52%
143,532
-8,768
45
$17.9M 0.52%
142,955
46
$17.5M 0.5%
258,675
-7,019
47
$17.4M 0.5%
203,644
48
$17.4M 0.5%
413,449
+219,849
49
$17.1M 0.49%
250,046
50
$17M 0.49%
215,866
+52,916
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