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
$2.99B
AUM Growth
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$31.1M
3
+$28M
4
HRB icon
H&R Block
HRB
+$18.8M
5
APH icon
Amphenol
APH
+$18.1M

Top Sells

1
+$25.1M
2
+$19M
3
+$16.6M
4
FISV
Fiserv Inc
FISV
+$14.1M
5
MELI icon
Mercado Libre
MELI
+$13.9M

Sector Composition

1 Consumer Discretionary 23.12%
2 Financials 17.72%
3 Technology 16.46%
4 Materials 9.75%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.6M 0.49%
1,103,180
-108,911
52
$14.5M 0.48%
554,115
53
$14.4M 0.48%
281,682
+18,955
54
$14.2M 0.47%
54,943
-9,181
55
$14.1M 0.47%
117,786
+44,758
56
$14.1M 0.47%
458,885
-28,362
57
$13.3M 0.44%
433,283
58
$12.8M 0.43%
344,509
59
$12.2M 0.41%
116,060
-80,015
60
$12.1M 0.4%
216,302
61
$12M 0.4%
55,649
-5,357
62
$11.9M 0.4%
240,680
63
$11.6M 0.39%
119,041
-144,264
64
$11.6M 0.39%
182,500
65
$11.1M 0.37%
15,805
-3,812
66
$11M 0.37%
323,699
67
$11M 0.37%
127,555
-21,510
68
$10.8M 0.36%
+308,236
69
$10.8M 0.36%
1,054,053
-852,000
70
$10.6M 0.35%
244,806
71
$10.5M 0.35%
129,911
72
$9.96M 0.33%
135,077
-28,536
73
$9.94M 0.33%
165,742
74
$9.92M 0.33%
52,053
-13,251
75
$9.66M 0.32%
207,220
+10,040
1 2
3
4 5