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
$3.07B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$25.5M
3 +$20.4M
4
JD icon
JD.com
JD
+$19.2M
5
MCO icon
Moody's
MCO
+$19.1M

Top Sells

1 +$35.1M
2 +$33.7M
3 +$32.3M
4
JPM icon
JPMorgan Chase
JPM
+$29.1M
5
ICE icon
Intercontinental Exchange
ICE
+$26.1M

Sector Composition

1 Financials 22.19%
2 Consumer Discretionary 17.81%
3 Industrials 13.64%
4 Technology 13.02%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$15.8M 0.51%
243,697
+4,700
52
$15.7M 0.51%
552,537
-576
53
$15.4M 0.5%
342,857
-309
54
$15.3M 0.5%
431,908
-419
55
$15.3M 0.5%
+79,837
56
$14.6M 0.47%
80,161
+2,568
57
$13.9M 0.45%
172,252
-122,018
58
$13.6M 0.44%
149,743
-107,238
59
$13.5M 0.44%
415,095
+35,019
60
$13.1M 0.42%
114,456
+12,169
61
$13M 0.42%
180,690
+74,971
62
$12.7M 0.41%
363,351
-3,731
63
$12.7M 0.41%
239,785
-236
64
$12.6M 0.41%
121,311
+799
65
$12.6M 0.41%
157,521
-69,675
66
$12.3M 0.4%
425,976
+78,988
67
$12.2M 0.4%
421,792
+73,773
68
$12M 0.39%
257,923
-243
69
$11.9M 0.39%
166,925
-161
70
$11.9M 0.38%
321,995
-332
71
$11.8M 0.38%
91,794
+23,640
72
$11.7M 0.38%
295,926
+118,923
73
$11.6M 0.37%
104,180
+13,702
74
$11.5M 0.37%
71,632
+13,264
75
$11.3M 0.37%
347,804
-3,300