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

Top Buys

1
+$94.3M
2
+$79.9M
3
+$65.1M
4
WFC icon
Wells Fargo
WFC
+$62.9M
5
F icon
Ford
F
+$56.3M

Top Sells

1
+$125M
2
+$108M
3
+$97.5M
4
MDLZ icon
Mondelez International
MDLZ
+$63.4M
5
MA icon
Mastercard
MA
+$62.1M

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
– –
-19,545
554
– –
-18,261
555
– –
-87,786
556
– –
-68,546
557
– –
-616,042
558
– –
-95,700
559
– –
-116,258
560
– –
-118,103
561
– –
-13,099
562
– –
-80,452
563
– –
-152,436
564
– –
-164,617
565
– –
-350,470
566
– –
-17,036
567
– –
-45,584
568
– –
-36,507
569
– –
-5,356
570
– –
-15,481
571
– –
-11,700
572
– –
-282,947
573
– –
-677,053
574
– –
-26,544
575
– –
-33,437
21 22
23
24 25