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
$2.99B
AUM Growth
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$31.1M
3
+$28M
4
HRB icon
H&R Block
HRB
+$18.8M
5
APH icon
Amphenol
APH
+$18.1M

Top Sells

1
+$25.1M
2
+$19M
3
+$16.6M
4
FISV
Fiserv Inc
FISV
+$14.1M
5
MELI icon
Mercado Libre
MELI
+$13.9M

Sector Composition

1 Consumer Discretionary 23.12%
2 Financials 17.72%
3 Technology 16.46%
4 Materials 9.75%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.8M 0.73%
222,286
+11,931
27
$21.6M 0.72%
358,619
-71,634
28
$21.4M 0.71%
218,361
-49,854
29
$20.4M 0.68%
829,242
+409,664
30
$20.2M 0.67%
68,219
+14,791
31
$20M 0.67%
228,566
32
$19.8M 0.66%
115,932
-17,912
33
$19.2M 0.64%
204,853
34
$19.2M 0.64%
407,009
+5,231
35
$19.1M 0.64%
159,547
-12,957
36
$18.2M 0.61%
163,345
-38,375
37
$18.1M 0.6%
+756,116
38
$17.4M 0.58%
52,204
+909
39
$17.1M 0.57%
259,321
40
$17.1M 0.57%
46,962
-5,455
41
$17.1M 0.57%
+293,577
42
$16.5M 0.55%
645,362
+498,879
43
$16.4M 0.55%
271,506
-136,224
44
$16.1M 0.54%
806,647
-154,204
45
$15.6M 0.52%
169,887
+131,893
46
$15.5M 0.52%
204,935
+54,951
47
$15.4M 0.51%
187,576
48
$15.2M 0.51%
233,427
-45,779
49
$14.7M 0.49%
156,629
-120,596
50
$14.7M 0.49%
368,943
-135,813
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