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
501
$311K ﹤0.01%
+147,537
502
$301K ﹤0.01%
+1,790
503
$301K ﹤0.01%
9,372
504
$300K ﹤0.01%
+13,119
505
$300K ﹤0.01%
+6,333
506
$298K ﹤0.01%
6,051
-16,796
507
$298K ﹤0.01%
+2,287
508
$296K ﹤0.01%
7,681
509
$296K ﹤0.01%
+2,529
510
$295K ﹤0.01%
+9,186
511
$293K ﹤0.01%
+3,809
512
$292K ﹤0.01%
+4,188
513
$291K ﹤0.01%
+6,204
514
$290K ﹤0.01%
+4,531
515
$289K ﹤0.01%
+24,164
516
$289K ﹤0.01%
+5,817
517
$288K ﹤0.01%
13,402
518
$287K ﹤0.01%
50,815
-28,265
519
$283K ﹤0.01%
+7,673
520
$281K ﹤0.01%
1,893
521
$276K ﹤0.01%
+14,617
522
$268K ﹤0.01%
20,507
-144,192
523
$256K ﹤0.01%
+5,295
524
$255K ﹤0.01%
+3,189
525
$248K ﹤0.01%
4,672
-263,306
19 20
21
22 23