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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$50.9M
3
+$46.7M
4
UPS icon
United Parcel Service
UPS
+$46.2M
5
PSA icon
Public Storage
PSA
+$45.6M

Top Sells

1
+$76.5M
2
+$69.5M
3
+$68.6M
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
501
$234K ﹤0.01%
4,889
-17,640
502
$222K ﹤0.01%
+2,653
503
$221K ﹤0.01%
5,024
-645
504
$221K ﹤0.01%
+8,802
505
$220K ﹤0.01%
+9,328
506
$214K ﹤0.01%
+12,053
507
$209K ﹤0.01%
+1,550
508
$206K ﹤0.01%
30,027
-152,812
509
$204K ﹤0.01%
+16,080
510
$203K ﹤0.01%
+20,132
511
$197K ﹤0.01%
11,398
-15,697
512
$196K ﹤0.01%
+7,841
513
$159K ﹤0.01%
+11,976
514
$141K ﹤0.01%
22,307
-22,996
515
$127K ﹤0.01%
249
-2,232
516
$120K ﹤0.01%
29,021
-21,794
517
– –
-108,859
518
– –
-19,714
519
– –
-67,629
520
– –
-38,000
521
– –
-9,186
522
– –
-915,000
523
– –
-157,350
524
– –
-11,015
525
– –
-9,253
19 20
21
22 23