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
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$25.1M
3
+$17.8M
4
BAC icon
Bank of America
BAC
+$8.97M
5
WFC icon
Wells Fargo
WFC
+$8.89M

Top Sells

1
+$33.7M
2
+$15.9M
3
+$15.1M
4
AXP icon
American Express
AXP
+$14.6M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.7M 0.46%
138,591
-4,750
52
$13.7M 0.46%
295,889
-796
53
$13.3M 0.44%
153,487
-800
54
$13.2M 0.44%
246,515
-71,400
55
$13.2M 0.44%
260,000
-10,000
56
$13.1M 0.44%
151,564
-1,600
57
$13.1M 0.44%
226,716
-13,050
58
$13M 0.43%
329,897
-925
59
$12.1M 0.4%
258,314
-1,337
60
$11.9M 0.4%
107,353
-700
61
$11.9M 0.4%
320,000
+40,000
62
$11.8M 0.39%
125,213
-500
63
$11.8M 0.39%
452,012
-2,400
64
$11.6M 0.39%
451,824
+36,150
65
$11.5M 0.38%
302,024
-10,773
66
$11.4M 0.38%
278,493
-1,398
67
$11.3M 0.38%
176,225
+12,587
68
$11.3M 0.38%
317,024
+49,850
69
$11.2M 0.37%
250,490
-1,200
70
$11.1M 0.37%
241,953
-12,511
71
$10.8M 0.36%
499,259
-2,400
72
$10.6M 0.35%
268,848
-402,974
73
$10.6M 0.35%
206,662
-1,378
74
$10.4M 0.35%
274,778
-1,300
75
$10.4M 0.35%
47,500
+5,000
1 2
3
4 5