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
$3.24B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$85.6M
2 +$54.3M
3 +$47.5M
4
NKE icon
Nike
NKE
+$16.6M
5
JPM icon
JPMorgan Chase
JPM
+$13.6M

Top Sells

1 +$43.4M
2 +$30.5M
3 +$30.5M
4
GPN icon
Global Payments
GPN
+$29.6M
5
INTU icon
Intuit
INTU
+$17.9M

Sector Composition

1 Consumer Discretionary 23.93%
2 Financials 23.19%
3 Technology 11.31%
4 Industrials 10.45%
5 Materials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$23M 0.71%
181,956
+5,501
27
$23M 0.71%
40,209
+20,004
28
$21.8M 0.67%
276,673
29
$21.7M 0.67%
258,298
30
$21.4M 0.66%
55,033
-35,947
31
$20.8M 0.64%
590,832
-34,707
32
$19.7M 0.61%
552,537
33
$19.5M 0.6%
227,638
34
$19.1M 0.59%
80,458
+31,959
35
$19M 0.59%
399,926
+26
36
$18.6M 0.57%
209,855
+583
37
$18.5M 0.57%
203,679
38
$18.5M 0.57%
342,857
39
$18.2M 0.56%
460,392
+1,914
40
$18.2M 0.56%
1,109,553
+116,776
41
$17.7M 0.54%
411,563
+162,705
42
$17.4M 0.54%
82,989
-84,529
43
$16.9M 0.52%
79,689
+27,890
44
$16.7M 0.52%
83,363
-152,251
45
$16.7M 0.51%
186,104
+19
46
$16.6M 0.51%
470,867
+281,694
47
$16.4M 0.51%
364,809
-136,923
48
$16.2M 0.5%
53,638
+15,348
49
$16.2M 0.5%
56,250
-50,816
50
$15.2M 0.47%
233,852
-17,537