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
626
– –
-44,351
627
– –
-7,949
628
– –
-252,049
629
– –
-451,580
630
– –
-6,650
631
– –
-103,901
632
– –
-12,730
633
– –
0
634
– –
-11,200
635
– –
-21,305
636
– –
-57,532
637
– –
-73,173
638
– –
-18,854
639
– –
-83,083
640
– –
-9,080
641
– –
-9,412
642
– –
-30,298
643
– –
-1,467
644
– –
-84,530
645
– –
-3,200
646
– –
-3,070
647
– –
-509
648
– –
-289,857
649
– –
-44,273
650
– –
-30,000
23 24 25
26
27