JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
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
576
– –
-17,036
577
– –
-45,584
578
– –
-36,507
579
– –
-5,356
580
– –
-677,053
581
– –
-26,544
582
– –
-33,437
583
– –
-64,657
584
– –
-10,848
585
– –
-7,561
586
– –
-79,600
587
– –
-11,600
588
– –
-64,624
589
– –
-2,392
590
– –
-5,288
591
– –
-17,111
592
– –
-16,843
593
– –
-355,209
594
– –
-104,194
595
– –
-9,586
596
– –
-3,696
597
– –
-6,834
598
– –
-72,784
599
– –
-11,489
600
– –
-26,985
22 23
24
25 26