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

Top Buys

1 +$52.2M
2 +$47.2M
3 +$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1 +$84.8M
2 +$69.8M
3 +$68.5M
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
-93,481
527
-11,015
528
-9,253
529
-84,339
530
-308,567
531
-172,774
532
-7,135
533
-2,608
534
-355,389
535
-13,638
536
-60,750
537
-799,000
538
-9,606
539
-250,258
540
-271,800
541
-92,436
542
-78,958
543
-163,911
544
-20,507
545
-160,912
546
-142,045
547
-93,517
548
-24,164
549
-210,000
550
-577,346