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
$3.28B
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1 +$32.7M
2 +$20.4M
3 +$14.9M
4
STT icon
State Street
STT
+$9.42M
5
ETFC
E*Trade Financial Corporation
ETFC
+$9.29M

Top Sells

1 +$91.5M
2 +$60.4M
3 +$49.1M
4
HPQ icon
HP
HPQ
+$31.5M
5
WFC icon
Wells Fargo
WFC
+$18.7M

Sector Composition

1 Financials 21.96%
2 Technology 16.57%
3 Consumer Discretionary 14.76%
4 Industrials 12.93%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$25.8M 0.79%
118,527
-6,776
27
$24.5M 0.74%
726,597
-100,520
28
$23M 0.7%
546,729
+133,280
29
$22.4M 0.68%
591,256
-288,498
30
$22.4M 0.68%
200,698
+3,938
31
$21.9M 0.67%
1,921,713
+12,000
32
$21.4M 0.65%
122,260
+13,160
33
$21.4M 0.65%
263,705
+47,839
34
$21.3M 0.65%
155,986
-3,763
35
$20.8M 0.63%
139,248
-4,284
36
$20.4M 0.62%
+208,630
37
$19.4M 0.59%
194,453
+94,453
38
$18.7M 0.57%
884,664
+262,091
39
$18.5M 0.56%
258,166
+8,120
40
$18.4M 0.56%
1,268,475
+3,232
41
$17.8M 0.54%
343,166
+10,713
42
$17.7M 0.54%
127,769
-19,633
43
$17.7M 0.54%
267,157
+8,482
44
$17.3M 0.53%
215,567
+7,245
45
$17.2M 0.52%
695,372
-23,456
46
$16.8M 0.51%
319,504
+12,000
47
$16.7M 0.51%
227,882
+7,287
48
$16.6M 0.51%
151,364
+68,811
49
$15.8M 0.48%
82,634
+20,845
50
$15.5M 0.47%
169,748
-33,896