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
$2.58B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.9M
3
+$14.4M
4
BX icon
Blackstone
BX
+$12.9M
5
AMG icon
Affiliated Managers Group
AMG
+$11.7M

Top Sells

1
+$29.8M
2
+$11.7M
3
+$11.7M
4
MET icon
MetLife
MET
+$10.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M

Sector Composition

1 Financials 25.91%
2 Technology 18.22%
3 Healthcare 11.65%
4 Industrials 10.93%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8M 0.58%
343,600
+53,200
52
$14.5M 0.56%
295,587
+1,009
53
$14.5M 0.56%
126,705
-9,555
54
$14.4M 0.56%
301,904
-17,563
55
$14.2M 0.55%
141,971
-9,250
56
$14.2M 0.55%
717,334
-49,384
57
$14.2M 0.55%
612,939
-505,237
58
$14.1M 0.55%
913,407
-52,124
59
$14.1M 0.55%
386,051
-217,600
60
$14M 0.54%
168,568
-10,492
61
$13.9M 0.54%
335,723
-8,606
62
$13.7M 0.53%
254,534
-110
63
$13.5M 0.52%
519,690
-39,481
64
$13.4M 0.52%
425,000
+262,159
65
$13.3M 0.52%
431,376
+417,790
66
$13.1M 0.51%
233,768
-156,789
67
$12.8M 0.5%
242,186
-15,382
68
$12.8M 0.5%
254,382
-16,893
69
$12.7M 0.49%
244,393
+101,908
70
– –
0
71
$11.7M 0.46%
+54,145
72
$11.6M 0.45%
282,766
-18,690
73
$11.4M 0.44%
296,786
+39,218
74
$11.3M 0.44%
261,871
-19,700
75
$11.2M 0.44%
276,184
+479
1 2
3
4 5