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
$10.2B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$62M
3
+$60.7M
4
LOW icon
Lowe's Companies
LOW
+$59.1M
5
BNS icon
Scotiabank
BNS
+$55.8M

Top Sells

1
+$94.7M
2
+$65.7M
3
+$63.4M
4
GS icon
Goldman Sachs
GS
+$57.9M
5
RL icon
Ralph Lauren
RL
+$54.9M

Sector Composition

1 Technology 25.87%
2 Financials 15.68%
3 Consumer Discretionary 13.57%
4 Healthcare 10.33%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$210K ﹤0.01%
+1,124
527
$206K ﹤0.01%
3,827
-9,331
528
$204K ﹤0.01%
+1,893
529
$201K ﹤0.01%
13,402
-12,923
530
$200K ﹤0.01%
+14,393
531
$164K ﹤0.01%
12,145
-40,162
532
$84K ﹤0.01%
+1,520
533
$72K ﹤0.01%
13,226
534
– –
-203,960
535
– –
-54,701
536
– –
-10,405
537
– –
-33,857
538
– –
-10,864
539
– –
-193,336
540
– –
-357,838
541
– –
-41,474
542
– –
-10,067
543
– –
-4,121
544
– –
-16,513
545
– –
-108,278
546
– –
-286,262
547
– –
-1,061,090
548
– –
-89,166
549
– –
-49,279
550
– –
-18,122
20 21
22
23 24