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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49.2M 0.5%
1,141,270
+336,668
52
$48.1M 0.48%
889,220
-275,540
53
$46.8M 0.47%
503,753
-222,015
54
$45.8M 0.46%
210,279
+57,410
55
$45.7M 0.46%
426,928
+46,487
56
$45.7M 0.46%
128,156
-186,666
57
$44.9M 0.45%
535,226
-50,248
58
$44M 0.44%
2,237,127
-308,256
59
$43.3M 0.44%
862,139
-298,918
60
$43.1M 0.43%
2,857,221
-137,017
61
$43M 0.43%
354,749
-150,276
62
$41.9M 0.42%
234,138
+126,978
63
$41.2M 0.42%
164,419
-14,059
64
$41.1M 0.41%
56,959
+15,523
65
$40.8M 0.41%
156,203
-620
66
$40.5M 0.41%
351,368
+86,043
67
$39.3M 0.4%
540,002
-442,819
68
$38.2M 0.38%
3,686,664
-43,646
69
$37.9M 0.38%
291,611
-84,379
70
$37.3M 0.38%
477,967
+286,046
71
$37.3M 0.38%
2,097,598
+747,112
72
$37M 0.37%
3,695,556
-167,298
73
$36.3M 0.37%
332,694
-135,002
74
$35.8M 0.36%
+581,458
75
$35.6M 0.36%
1,090,224
-12,876
1 2
3
4 5