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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.8M 0.74%
171,019
+40,504
27
$52.1M 0.72%
1,493,064
+128,039
28
$52M 0.72%
142,851
+88,861
29
$49.3M 0.68%
356,707
-16,717
30
$48.1M 0.66%
83,530
-21,735
31
$47.8M 0.66%
31,323
+1,343
32
$47.5M 0.66%
1,575,524
+34,744
33
$45.7M 0.63%
128,631
-134
34
$44.7M 0.62%
97,259
-112
35
$44.4M 0.61%
1,279,003
+94,612
36
$44.4M 0.61%
210,360
+74,120
37
$44.2M 0.61%
209,125
+142,496
38
$41.3M 0.57%
653,977
+468,762
39
$41M 0.57%
2,210,000
+630,000
40
$40.8M 0.56%
6,463,060
41
$40.5M 0.56%
268,784
+31,081
42
$39.2M 0.54%
1,814,459
+612,677
43
$39.1M 0.54%
+109,738
44
$38.9M 0.54%
+576,341
45
$38.6M 0.53%
733,166
+1,042
46
$38.4M 0.53%
1,817,494
+905,813
47
$38.2M 0.53%
167,272
+78,799
48
$37.6M 0.52%
75,213
-46,085
49
$37.6M 0.52%
615,475
+166,950
50
$37.1M 0.51%
447,990
+345,468
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