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
$2.88B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$52.7M
3
+$48M
4
C icon
Citigroup
C
+$33M
5
HRB icon
H&R Block
HRB
+$24M

Top Sells

1
+$108M
2
+$45.6M
3
+$27.8M
4
MSFT icon
Microsoft
MSFT
+$16.5M
5
WFC icon
Wells Fargo
WFC
+$10.7M

Sector Composition

1 Technology 18.9%
2 Financials 17.84%
3 Industrials 13.28%
4 Consumer Discretionary 11.19%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.47%
344,800
-71,300
52
$13.2M 0.46%
208,599
-24,209
53
$13.2M 0.46%
163,697
-1,505
54
$13M 0.45%
201,887
-1
55
$12.8M 0.44%
105,200
+20,000
56
$12.5M 0.43%
460,994
+43,208
57
$12.4M 0.43%
44,700
58
$12.3M 0.43%
489,387
+23,637
59
$12.2M 0.42%
28,818
+1,154
60
$12M 0.42%
69,868
-593
61
$11.9M 0.41%
334,100
-189,600
62
$11.7M 0.41%
107,400
+47,000
63
$11.5M 0.4%
530,000
+159,600
64
$11.5M 0.4%
229,241
-2,384
65
$11.2M 0.39%
320,800
+7,000
66
$11M 0.38%
294,909
67
$10.7M 0.37%
143,704
68
$10.7M 0.37%
141,500
+35,500
69
$10.5M 0.36%
124,458
-1,274
70
$10.5M 0.36%
269,841
-32,942
71
$10.3M 0.36%
81,263
-699
72
$10.2M 0.35%
246,500
-2,575
73
$10.1M 0.35%
213,600
-2,280,098
74
$9.96M 0.35%
167,020
-1,695
75
$9.94M 0.34%
86,060
-590
1 2
3
4 5