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
$3.49B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$28M
3
+$26M
4
SIVB
SVB Financial Group
SIVB
+$17.5M
5
HRB icon
H&R Block
HRB
+$17.3M

Top Sells

1
+$162M
2
+$96.1M
3
+$38.4M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$25M
5
BAC icon
Bank of America
BAC
+$16.8M

Sector Composition

1 Financials 24.85%
2 Consumer Discretionary 14.39%
3 Industrials 12.75%
4 Technology 12.08%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.5M 0.81%
289,224
-51,715
27
$28.5M 0.81%
683,074
-27,723
28
$28.1M 0.81%
203,484
+8,641
29
$27.1M 0.78%
721,716
+224,850
30
$26.7M 0.77%
592,350
+10,810
31
$25.9M 0.74%
478,858
32
$25.5M 0.73%
111,575
-5,159
33
$24.1M 0.69%
135,689
+5,132
34
$24M 0.69%
1,155,632
-268,476
35
$23.9M 0.68%
424,186
-56,614
36
$23.4M 0.67%
601,680
-68,943
37
$22.7M 0.65%
99,744
+3,093
38
$22.6M 0.65%
981,645
-20,417
39
$22.5M 0.65%
168,945
+1,383
40
$21.7M 0.62%
164,365
-22,563
41
$21.7M 0.62%
1,553,400
+66,100
42
$20.7M 0.59%
181,110
+11,362
43
$20.7M 0.59%
129,893
+18,746
44
$20.6M 0.59%
1,263,576
+9,437
45
$19.9M 0.57%
102,056
+12,765
46
$19.4M 0.56%
267,157
47
$18.8M 0.54%
227,882
48
$18.7M 0.53%
77,402
-3,508
49
$17.5M 0.5%
553,113
-38,143
50
$17.3M 0.49%
62,993
+19,968
1
2
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