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
$3.28B
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1 +$32.7M
2 +$20.4M
3 +$14.9M
4
STT icon
State Street
STT
+$9.42M
5
ETFC
E*Trade Financial Corporation
ETFC
+$9.29M

Top Sells

1 +$91.5M
2 +$60.4M
3 +$49.1M
4
HPQ icon
HP
HPQ
+$31.5M
5
WFC icon
Wells Fargo
WFC
+$18.7M

Sector Composition

1 Financials 21.96%
2 Technology 16.57%
3 Consumer Discretionary 14.76%
4 Industrials 12.93%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$15.3M 0.46%
433,567
-9,810
52
$15M 0.46%
127,400
53
$14.7M 0.45%
492,844
54
$14.7M 0.45%
280,455
-357,712
55
$14.6M 0.44%
203,894
+6,844
56
$14.4M 0.44%
149,870
+33,168
57
$14.2M 0.43%
342,438
58
$14.2M 0.43%
324,166
+8,266
59
$14M 0.43%
257,949
-56,461
60
$14M 0.43%
326,732
+10,284
61
$13.9M 0.42%
303,979
-11,798
62
$13.9M 0.42%
1,399,300
+163,500
63
$13.7M 0.42%
432,081
+13,587
64
$13.6M 0.41%
167,413
-1,662
65
$13.5M 0.41%
168,500
-195,214
66
$13.4M 0.41%
117,283
-25,672
67
$13.2M 0.4%
299,192
+9,263
68
$13.2M 0.4%
175,197
+51,000
69
$13.1M 0.4%
71,399
+29,714
70
$12.6M 0.38%
177,521
+5,578
71
$12.3M 0.37%
56,465
+15,213
72
$11.9M 0.36%
347,720
-133,952
73
$11.6M 0.35%
237,086
+7,447
74
$11.5M 0.35%
160,950
-21,734
75
$11.4M 0.35%
380,000
+47,500