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
$3.49B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$28M
3
+$26M
4
SIVB
SVB Financial Group
SIVB
+$17.5M
5
HRB icon
H&R Block
HRB
+$17.3M

Top Sells

1
+$162M
2
+$96.1M
3
+$38.4M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$25M
5
BAC icon
Bank of America
BAC
+$16.8M

Sector Composition

1 Financials 24.85%
2 Consumer Discretionary 14.39%
3 Industrials 12.75%
4 Technology 12.08%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17M 0.49%
343,166
52
$16.9M 0.48%
483,177
+16,020
53
$16.8M 0.48%
129,518
54
$16.8M 0.48%
237,086
55
$16.7M 0.48%
159,140
-6,740
56
$16.7M 0.48%
227,196
+29,216
57
$16.7M 0.48%
332,404
+11,800
58
$16.6M 0.48%
680,921
+530,312
59
$16.6M 0.48%
258,166
60
$16.6M 0.47%
216,397
+41,200
61
$16.4M 0.47%
170,621
+3,535
62
$16.4M 0.47%
151,862
+97,165
63
$16.3M 0.47%
203,894
64
$16.3M 0.47%
149,479
+13,613
65
$15.9M 0.46%
212,495
-16,541
66
$15.2M 0.44%
435,550
+1,983
67
$15.1M 0.43%
230,000
+1,500
68
$14.1M 0.41%
115,500
-77,032
69
$13.9M 0.4%
364,850
+97,850
70
$13.8M 0.4%
+410,000
71
$13.6M 0.39%
472,545
+51,646
72
$13.5M 0.39%
254,025
+4,346
73
$13.4M 0.38%
469,749
+124,875
74
$13.3M 0.38%
432,327
75
$13.3M 0.38%
297,583
-42,332
1 2
3
4 5