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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1 +$52.1M
2 +$48.2M
3 +$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1 +$71M
2 +$52.9M
3 +$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.14%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$35.9M 0.53%
6,463,060
52
$35.2M 0.51%
205,815
-96,271
53
$34.9M 0.51%
1,422,368
+1,214,296
54
$34.5M 0.5%
144,335
+71,654
55
$34M 0.5%
222,954
+108,126
56
$33.6M 0.49%
337,935
+322,359
57
$33.5M 0.49%
1,893,696
+945,318
58
$33.3M 0.49%
740,060
+347,095
59
$32.9M 0.48%
2,017,407
+1,140,294
60
$32.7M 0.48%
1,010,570
+92,652
61
$32.4M 0.47%
732,124
+346,457
62
$31.3M 0.46%
792,659
+329,922
63
$31.2M 0.46%
66,630
-11,693
64
$31.1M 0.45%
228,299
-87,592
65
$30.3M 0.44%
416,945
+2,348
66
$29.8M 0.44%
872,062
+220,886
67
$29.7M 0.43%
125,199
+62,118
68
$28.9M 0.42%
218,349
+13,811
69
$28.8M 0.42%
737,730
-217,295
70
$28.5M 0.42%
207,039
+64,509
71
$28.2M 0.41%
448,525
+388,645
72
$28.2M 0.41%
490,510
+149,088
73
$28.2M 0.41%
415,331
-113,342
74
$27.7M 0.4%
224,361
+79,364
75
$27.2M 0.4%
690,457
+601,519