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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50M 0.52%
360,545
+22,611
52
$47.3M 0.49%
137,114
+55,301
53
$45.9M 0.47%
1,696,843
+1,307,967
54
$45.6M 0.47%
+292,153
55
$45.5M 0.47%
5,123,735
+1,076,975
56
$45.4M 0.47%
438,397
-126,763
57
$45.1M 0.47%
+2,077,744
58
$44.4M 0.46%
1,008,784
+97,486
59
$44M 0.45%
28,279
+5,436
60
$43.9M 0.45%
69,576
+13,396
61
$43.9M 0.45%
905,091
+574,217
62
$42.8M 0.44%
147,759
+43,685
63
$42.5M 0.44%
1,103,327
+158,822
64
$42.3M 0.44%
435,828
+359,031
65
$42.2M 0.43%
+1,551,810
66
$41.3M 0.43%
1,971,663
+1,752,926
67
$40.8M 0.42%
371,260
+223,904
68
$40.7M 0.42%
3,417,044
-117,924
69
$39.6M 0.41%
303,511
+69,106
70
$39M 0.4%
252,532
-30,624
71
$38.7M 0.4%
938,644
-58,523
72
$37.9M 0.39%
927,379
+902,373
73
$37.3M 0.38%
+423,983
74
$37.1M 0.38%
811,646
-360,828
75
$36.8M 0.38%
+945,329
1 2
3
4 5