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
$2.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$85.3M
3
+$69.8M
4
JPM icon
JPMorgan Chase
JPM
+$50.5M
5
BAC icon
Bank of America
BAC
+$44.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.34%
2 Technology 17.01%
3 Healthcare 12.28%
4 Industrials 10.69%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14M 0.62%
+315,635
52
$13.7M 0.61%
+226,817
53
$13.4M 0.6%
+337,156
54
$13.3M 0.59%
+703,000
55
$13.2M 0.59%
+133,317
56
$13.1M 0.58%
+538,940
57
$13.1M 0.58%
+755,802
58
$12.5M 0.56%
+634,135
59
$12.4M 0.55%
+320,524
60
$12.2M 0.54%
+952,817
61
$11.5M 0.51%
+267,833
62
$11.2M 0.5%
+294,578
63
$10.9M 0.49%
+149,643
64
$10.8M 0.48%
+275,705
65
$10.5M 0.47%
+254,396
66
$10.5M 0.47%
+1,730,157
67
– –
0
68
$10.3M 0.46%
+471,681
69
$10.2M 0.45%
+285,775
70
$10.1M 0.45%
+125,159
71
– –
0
72
$9.78M 0.44%
+218,849
73
$9.54M 0.43%
+254,644
74
$9.54M 0.43%
+276,424
75
$9.35M 0.42%
+434,864
1 2
3
4 5