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

Top Buys

1
+$50.7M
2
+$47.1M
3
+$41.6M
4
FE icon
FirstEnergy
FE
+$38.2M
5
HOG icon
Harley-Davidson
HOG
+$35.3M

Top Sells

1
+$65.6M
2
+$52.4M
3
+$47.4M
4
MRK icon
Merck
MRK
+$42.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$41.7M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-41,170
477
– –
-1,756
478
– –
-3,483
479
– –
-90,751
480
– –
-15,052
481
– –
-64,743
482
– –
-5,334
483
– –
-18,740
484
– –
-55,017
485
– –
-45,254
486
– –
-120,397
487
– –
-41,572
488
– –
-11,604
489
– –
-4,240
490
– –
-2,336
491
– –
-536,700
492
– –
-5,947
493
– –
-18,989
494
– –
-45,718
495
– –
-13,260
496
– –
-836,613
497
– –
-14,104
498
– –
-215,050
499
– –
-127,704
500
– –
-1,306,928
18 19
20
21 22