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
551
– –
-137,775
552
– –
-10,166
553
– –
-61,599
554
– –
-4,308
555
– –
-3,586,548
556
– –
-349,284
557
– –
-504,223
558
– –
-7,673
559
– –
-927,379
560
– –
-155,315
561
– –
-14,617
562
– –
-472,926
563
– –
-10,909
564
– –
-4,188
565
– –
-124,834
566
– –
-63,400
567
– –
-252,016
568
– –
-16,533
569
– –
-12,737
570
– –
-101,097
571
– –
-9,120
572
– –
-505,579
573
– –
-165,880
574
– –
-205,765
575
– –
-1,158,985
21 22
23
24 25