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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
American Tower
AMT
+$8.86M

Sector Composition

1 Technology 18.21%
2 Financials 18.13%
3 Industrials 13.7%
4 Consumer Discretionary 10.64%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12M 0.45%
317,900
-4,053
52
$11.9M 0.44%
276,500
+4,500
53
$11.6M 0.43%
302,783
+82,473
54
$11.6M 0.43%
231,346
-66,909
55
$11.6M 0.43%
100,800
-22,900
56
$11.3M 0.42%
110,100
+19,900
57
$11.3M 0.42%
134,213
58
$11.2M 0.42%
+166,309
59
$10.7M 0.4%
208,422
60
$10.7M 0.4%
465,750
-6,060
61
$10.6M 0.4%
390,000
+240,000
62
$10.6M 0.4%
69,958
-14,848
63
$10.6M 0.4%
202,184
64
$10.5M 0.39%
27,664
+11,382
65
$10.4M 0.39%
150,000
-37,667
66
$10.3M 0.39%
+43,100
67
$10.3M 0.38%
70,461
68
$10.3M 0.38%
295,244
69
$10.2M 0.38%
+402,300
70
$10M 0.37%
81,962
71
$9.82M 0.37%
39,300
72
$9.6M 0.36%
243,300
-29,072
73
$9.5M 0.35%
123,278
74
$9.49M 0.35%
120,500
-160,800
75
$9.41M 0.35%
168,715
1 2
3
4 5