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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$68.8M 0.69%
41,131
-7,299
27
$68.3M 0.69%
291,702
-145,172
28
$68.1M 0.69%
2,988,783
-4,950,158
29
$66.2M 0.67%
284,512
-101,818
30
$65.5M 0.66%
515,838
+302,841
31
$65.2M 0.66%
277,308
-35,538
32
$64M 0.64%
116,211
-19,878
33
$61.3M 0.62%
762,469
+2,742
34
$59.1M 0.6%
+6,727,844
35
$59M 0.6%
89,258
+27,870
36
$58.5M 0.59%
498,998
+219,020
37
$57M 0.57%
1,233,552
+63,810
38
$56.2M 0.57%
342,509
+87,060
39
$55.4M 0.56%
4,138,105
-145,191
40
$53.8M 0.54%
686,047
-46,766
41
$53.3M 0.54%
5,719,159
-243,138
42
$52.7M 0.53%
344,768
-8,832
43
$52.5M 0.53%
597,217
-140,957
44
$52.1M 0.52%
1,502,440
-406,281
45
$51.7M 0.52%
297,077
+94,933
46
$51.2M 0.52%
503,351
-51,880
47
$51.1M 0.51%
592,013
-39,534
48
$50.7M 0.51%
2,492,857
-393,259
49
$50M 0.5%
1,449,657
-103,361
50
$49.6M 0.5%
413,991
-33,576
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