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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74.3M 0.77%
3,975,993
+363,111
27
$74.1M 0.76%
8,005,905
+924,422
28
$73.1M 0.75%
513,480
-51,474
29
$72.2M 0.74%
297,905
-26,732
30
$70.1M 0.72%
451,075
-486,413
31
$70M 0.72%
1,227,912
+61,872
32
$68M 0.7%
1,044,739
+2,550
33
$67.4M 0.69%
347,491
-7,172
34
$66.1M 0.68%
3,161,967
+770,312
35
$65.8M 0.68%
214,503
+183,447
36
$65.6M 0.68%
687,558
+154,684
37
$64.7M 0.67%
450,158
-66,082
38
$63.8M 0.66%
413,909
-56,907
39
$62.1M 0.64%
1,748,114
+1,167,650
40
$59.9M 0.62%
947,253
+755,502
41
$59.4M 0.61%
2,944,914
-306,950
42
$59.3M 0.61%
1,453,310
+183,798
43
$58.5M 0.6%
1,698,954
+1,427,192
44
$57.9M 0.6%
3,687,547
-612,812
45
$56.7M 0.58%
+160,912
46
$55.7M 0.57%
825,574
+471,042
47
$54.4M 0.56%
240,006
-30,132
48
$51.3M 0.53%
235,510
+71,933
49
$50.2M 0.52%
339,636
-103,060
50
$50M 0.52%
6,726,646
+732,929
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