JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.06B
AUM Growth
-$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$39.7M
2 +$19.3M
3 +$18.7M
4
HOG icon
Harley-Davidson
HOG
+$18.2M
5
RL icon
Ralph Lauren
RL
+$13.2M

Top Sells

1 +$52.6M
2 +$32.3M
3 +$31M
4
PYPL icon
PayPal
PYPL
+$30.2M
5
WP
Worldpay, Inc.
WP
+$26.7M

Sector Composition

1 Consumer Discretionary 20.66%
2 Financials 20.17%
3 Technology 14.68%
4 Industrials 12.6%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$24.9M 0.82%
298,288
+28,278
27
$23.3M 0.76%
816,166
+10,202
28
$22.6M 0.74%
501,732
-9,473
29
$22M 0.72%
276,673
-43,875
30
$21.9M 0.72%
472,543
-136,978
31
$21.2M 0.69%
428,770
-313,022
32
$21.1M 0.69%
1,221,339
33
$20.1M 0.66%
403,485
+59,423
34
$20M 0.65%
496,539
+80,468
35
$19.1M 0.62%
258,298
+375
36
$19.1M 0.62%
399,900
-78,500
37
$18.7M 0.61%
203,679
38
$18.1M 0.59%
458,478
+132,276
39
$18.1M 0.59%
176,455
-44,311
40
$17.6M 0.58%
625,539
-202,930
41
$17.5M 0.57%
623,705
+41,015
42
$17.4M 0.57%
552,537
43
$17.2M 0.56%
342,857
44
$16.6M 0.54%
227,638
45
$16.1M 0.53%
186,085
-38,800
46
$15.9M 0.52%
251,389
-8,000
47
$15.8M 0.52%
209,272
+4,907
48
$15.1M 0.49%
992,777
+97,822
49
$14.5M 0.47%
209,855
-34,372
50
$14.1M 0.46%
321,995