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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$58.7M
3
+$53M
4
PYPL icon
PayPal
PYPL
+$52.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$51.5M

Top Sells

1
+$133M
2
+$96.8M
3
+$87.2M
4
C icon
Citigroup
C
+$82.2M
5
JPM icon
JPMorgan Chase
JPM
+$76.4M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-11,410
577
– –
-150,330
578
– –
-428,528
579
– –
-86,501
580
– –
-2,887
581
– –
-31,700
582
– –
-55,282
583
– –
-36,715
584
– –
-170,364
585
– –
-185,149
586
– –
-109,011
587
– –
-73,023
588
– –
-43,848
589
– –
-46,900
590
– –
-730,199
591
– –
-303,231
592
– –
-1,663
593
– –
-4,310
594
– –
-1,543
595
– –
-358,802
596
– –
-195,450
597
– –
-228,333
598
– –
-4,663
599
– –
-32,814
600
– –
-13,226
22 23
24
25 26