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
651
– –
-141,316
652
– –
-177,784
653
– –
-2,256,060
654
– –
-82,508
655
– –
-49,618
656
– –
-329,111
657
– –
-167,965
23 24 25 26
27