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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$74K ﹤0.01%
1,161
-78,587
552
$58K ﹤0.01%
13,226
+2,852
553
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-164,617
554
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-350,470
555
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-87,786
556
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-17,036
557
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-45,584
558
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-36,507
559
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-5,356
560
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561
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-26,544
562
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-33,437
563
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-79,600
564
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565
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-117,739
566
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-64,624
567
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568
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569
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-17,111
570
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571
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-355,209
572
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573
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-9,586
574
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-3,696
575
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-6,834
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