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
$3.07B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.5M
3
+$20.4M
4
JD icon
JD.com
JD
+$19.2M
5
MCO icon
Moody's
MCO
+$19.1M

Top Sells

1
+$35.1M
2
+$33.7M
3
+$32.3M
4
JPM icon
JPMorgan Chase
JPM
+$29.1M
5
ICE icon
Intercontinental Exchange
ICE
+$26.1M

Sector Composition

1 Financials 22.19%
2 Consumer Discretionary 17.81%
3 Industrials 13.64%
4 Technology 13.02%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.5M 0.83%
846,856
+635,191
27
$25.5M 0.83%
478,400
-458
28
$25.5M 0.83%
251,782
-286,997
29
$25.5M 0.82%
+399,851
30
$25.4M 0.82%
232,600
-78,224
31
$24.7M 0.8%
396,983
-266,643
32
$24.4M 0.79%
123,983
+73,632
33
$24.3M 0.78%
214,488
+2,781
34
$22.8M 0.74%
138,676
-213,007
35
$22.1M 0.72%
232,757
+108,506
36
$21.5M 0.69%
266,885
-272
37
$21.3M 0.69%
173,780
-38,738
38
$21.1M 0.68%
1,221,339
-771
39
$20.4M 0.66%
509,756
+209,964
40
$20.2M 0.65%
157,807
+64,048
41
$19.6M 0.64%
938,101
-153,348
42
$19.1M 0.62%
66,609
+2,616
43
$19.1M 0.62%
+105,454
44
$18.7M 0.61%
133,537
-24,054
45
$18.6M 0.6%
227,638
-244
46
$18M 0.58%
203,679
-215
47
$18M 0.58%
602,673
+49,316
48
$17.4M 0.56%
431,587
-130,197
49
$16.7M 0.54%
1,911,700
+77,000
50
$16.6M 0.54%
491,458
-349,678
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2
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