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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.14%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50M 0.73%
97,371
-35,341
27
$49.9M 0.73%
669,191
+28,938
28
$49.7M 0.73%
309,482
+65,997
29
$49.5M 0.72%
560,916
+75,690
30
$48M 0.7%
180,026
+25,353
31
$47.8M 0.7%
1,540,780
-48,074
32
$47.6M 0.7%
422,417
-28,664
33
$44.9M 0.66%
1,365,025
-22,168
34
$44.5M 0.65%
134,250
-9,659
35
$44.3M 0.65%
22,005
-7,847
36
$43.9M 0.64%
1,184,391
-893
37
$43.4M 0.64%
1,035,174
+978,207
38
$43.3M 0.63%
29,980
+12,603
39
$42.9M 0.63%
121,298
+8,207
40
$41.9M 0.61%
128,765
-7,629
41
$41.7M 0.61%
237,703
+119,087
42
$41.7M 0.61%
1,796,479
+200,991
43
$41.3M 0.6%
304,133
+3,466
44
$40.7M 0.6%
367,109
-418,688
45
$39.3M 0.57%
2,527,371
46
$39M 0.57%
504,988
-38,840
47
$38.7M 0.57%
1,060,000
-1,290,000
48
$37.7M 0.55%
130,515
+38,968
49
$37.5M 0.55%
159,380
+38,256
50
$36.1M 0.53%
228,291
+110,780
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