JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
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
+$94.3M
2
+$79.9M
3
+$65.1M
4
WFC icon
Wells Fargo
WFC
+$62.9M
5
F icon
Ford
F
+$56.3M

Top Sells

1
+$125M
2
+$108M
3
+$97.5M
4
MDLZ icon
Mondelez International
MDLZ
+$63.4M
5
MA icon
Mastercard
MA
+$62.1M

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
476
$586K 0.01%
+3,556
477
$584K 0.01%
40,080
-10,196
478
$566K 0.01%
+10,814
479
$560K 0.01%
7,259
-23,382
480
$549K 0.01%
4,483
-2,377
481
$547K 0.01%
27,930
+15,019
482
$547K 0.01%
2,304
+1,321
483
$535K 0.01%
2,726
-43,338
484
$517K 0.01%
+10,774
485
$514K 0.01%
+5,616
486
$507K 0.01%
+32,173
487
$480K ﹤0.01%
+11,063
488
$480K ﹤0.01%
17,396
-1
489
$476K ﹤0.01%
2,423
490
$474K ﹤0.01%
+5,416
491
$470K ﹤0.01%
+21,549
492
$467K ﹤0.01%
+11,674
493
$453K ﹤0.01%
+6,495
494
$446K ﹤0.01%
+3,386
495
$445K ﹤0.01%
+18,127
496
$442K ﹤0.01%
+3,970
497
$428K ﹤0.01%
+4,714
498
$420K ﹤0.01%
+2,861
499
$418K ﹤0.01%
+4,225
500
$417K ﹤0.01%
+7,904
18 19
20
21 22