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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60M 0.68%
210,518
-46,395
27
$59.9M 0.68%
396,690
-17,219
28
$59.4M 0.67%
1,278,171
+1,124,277
29
$59M 0.67%
374,363
+34,727
30
$58M 0.66%
7,552,574
-453,331
31
$57.6M 0.65%
744,345
+56,787
32
$57.1M 0.65%
785,369
-40,205
33
$55.7M 0.63%
306,863
+260,450
34
$54.7M 0.62%
545,349
+232,315
35
$54.7M 0.62%
483,331
+44,934
36
$53.1M 0.6%
85,474
+15,898
37
$53M 0.6%
2,597,530
+519,786
38
$52.6M 0.6%
289,253
+233,874
39
$52.5M 0.6%
1,398,323
+389,539
40
$52.1M 0.59%
1,254,304
+150,977
41
$52.1M 0.59%
3,228,493
+66,526
42
$51M 0.58%
130,513
-73,358
43
$50.5M 0.57%
820,485
-224,254
44
$49.1M 0.56%
137,481
+367
45
$48.9M 0.55%
204,217
-93,688
46
$48.7M 0.55%
2,695,845
-2,743,783
47
$48.6M 0.55%
178,620
+108,605
48
$47.1M 0.53%
158,553
+145,272
49
$46.2M 0.52%
69,448
+28,355
50
$45M 0.51%
150,620
+2,861
1
2
3 4 5