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
$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
476
$353K ﹤0.01%
1,338
-32,905
477
$348K ﹤0.01%
+4,139
478
$348K ﹤0.01%
+3,834
479
$347K ﹤0.01%
1,587
-203
480
$342K ﹤0.01%
+4,028
481
$336K ﹤0.01%
+26,113
482
$334K ﹤0.01%
3,882
+1,088
483
$330K ﹤0.01%
8,972
+1,291
484
$330K ﹤0.01%
14,279
-1,831
485
$325K ﹤0.01%
10,948
+1,576
486
$316K ﹤0.01%
+6,021
487
$286K ﹤0.01%
3,661
-6,382
488
$274K ﹤0.01%
1,830
-235
489
$273K ﹤0.01%
+1,284
490
$257K ﹤0.01%
+6,494
491
$256K ﹤0.01%
37,911
+16,320
492
$256K ﹤0.01%
16,814
+2,421
493
$255K ﹤0.01%
9,291
-13,718
494
$255K ﹤0.01%
9,125
-3,150
495
$254K ﹤0.01%
4,672
496
$253K ﹤0.01%
5,497
+790
497
$253K ﹤0.01%
14,752
+1,350
498
$246K ﹤0.01%
+3,482
499
$238K ﹤0.01%
9,316
-1,194
500
$237K ﹤0.01%
1,313
+189
18 19
20
21 22