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
526
– –
-84,339
527
– –
-308,567
528
– –
-172,774
529
– –
-7,135
530
– –
-2,608
531
– –
-355,389
532
– –
-13,638
533
– –
-60,750
534
– –
-5,425
535
– –
-342,651
536
– –
-22,420
537
– –
-22,540
538
– –
-52,460
539
– –
-179,234
540
– –
-29,981
541
– –
-13,119
542
– –
-799,000
543
– –
-9,606
544
– –
-250,258
545
– –
-271,800
546
– –
-92,436
547
– –
-78,958
548
– –
-163,911
549
– –
-20,507
550
– –
-160,912
20 21
22
23 24