JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
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
476
$443K ﹤0.01%
19,436
-826
477
$436K ﹤0.01%
7,609
478
$427K ﹤0.01%
4,152
-62,284
479
$422K ﹤0.01%
7,942
-1,732
480
$415K ﹤0.01%
6,422
481
$411K ﹤0.01%
18,558
482
$405K ﹤0.01%
11,015
-4,650
483
$405K ﹤0.01%
1,755
+107
484
$403K ﹤0.01%
6,778
485
$402K ﹤0.01%
4,195
-2,899
486
$398K ﹤0.01%
+15,267
487
$394K ﹤0.01%
7,562
+262
488
$387K ﹤0.01%
6,458
489
$379K ﹤0.01%
+2,065
490
$377K ﹤0.01%
10,166
-3,320
491
$359K ﹤0.01%
+10,510
492
$358K ﹤0.01%
45,303
-115,813
493
$344K ﹤0.01%
9,253
-16,906
494
$343K ﹤0.01%
2,563
-139,632
495
$339K ﹤0.01%
+3,627
496
$337K ﹤0.01%
+14,027
497
$321K ﹤0.01%
+4,119
498
$316K ﹤0.01%
+5,669
499
$312K ﹤0.01%
+2,906
500
$312K ﹤0.01%
+16,110
18 19
20
21 22