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
526
$247K ﹤0.01%
2,608
-2
527
$238K ﹤0.01%
2,794
-606
528
$227K ﹤0.01%
408
-89
529
$225K ﹤0.01%
10,909
-2,365
530
$223K ﹤0.01%
5,143
-220
531
$223K ﹤0.01%
6,728
-2,863
532
$219K ﹤0.01%
2,804
-678,972
533
$215K ﹤0.01%
4,707
534
$210K ﹤0.01%
1,124
535
$209K ﹤0.01%
+8,767
536
$208K ﹤0.01%
14,393
537
$207K ﹤0.01%
3,917
-850
538
$205K ﹤0.01%
+10,077
539
$203K ﹤0.01%
+10,847
540
$197K ﹤0.01%
+2,132
541
$195K ﹤0.01%
21,591
542
$148K ﹤0.01%
+12,180
543
$76K ﹤0.01%
+12,078
544
– –
-46,900
545
– –
-730,199
546
– –
-303,231
547
– –
-1,663
548
– –
-7,269
549
– –
-3,044
550
– –
-14,907
20 21
22
23 24