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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$44.9M 0.51%
+393,611
52
$44.9M 0.51%
219,072
+67,257
53
$44.1M 0.5%
316,757
-43,788
54
$43.7M 0.49%
356,513
+53,002
55
$43.6M 0.49%
939,867
+571,867
56
$43.5M 0.49%
387,131
+15,871
57
$43.1M 0.49%
25,680
-2,599
58
$42.6M 0.48%
1,830,970
+1,003,759
59
$42.4M 0.48%
1,037,070
-711,044
60
$42.1M 0.48%
362,603
-73,225
61
$42.1M 0.48%
143,065
+58,173
62
$41.6M 0.47%
30,231
+16,887
63
$40.9M 0.46%
1,217,172
+271,843
64
$40.2M 0.46%
7,310,519
+583,873
65
$39.5M 0.45%
6,408,325
+1,284,590
66
$38M 0.43%
3,372,141
-44,903
67
$37.8M 0.43%
1,283,728
-413,115
68
$37.8M 0.43%
146,163
-93,843
69
$37.7M 0.43%
233,003
-19,529
70
$37.3M 0.42%
243,755
+212,835
71
$37.2M 0.42%
761,273
-143,818
72
$37.1M 0.42%
3,864,255
+1,522,309
73
$37.1M 0.42%
869,685
+142,122
74
$37M 0.42%
524,491
+521,687
75
$36.4M 0.41%
3,223,099
-464,448
1 2
3
4 5