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

Top Buys

1
+$86.4M
2
+$65.1M
3
+$39.6M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$34.9M

Top Sells

1
+$43.8M
2
+$40.2M
3
+$39.2M
4
MRK icon
Merck
MRK
+$38.8M
5
WST icon
West Pharmaceutical
WST
+$37.5M

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
476
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477
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-61,824
478
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479
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-34,671
480
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481
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-41,303
482
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-384,249
483
$0 ﹤0.01%
18,000
484
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-65,026
485
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-269,863
486
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-235,776
487
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-54,063
488
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-281,024
489
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-27,217
490
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-69,323
491
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-124,022
492
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493
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-472,495
494
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-377,675
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