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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.9M 0.51%
228,356
+22,541
52
$36.8M 0.51%
198,937
-8,102
53
$36.7M 0.51%
176,126
+54,254
54
$36.1M 0.5%
750,108
+12,378
55
$36.1M 0.5%
767,825
+27,765
56
$35.3M 0.49%
98,742
-35,508
57
$35.3M 0.49%
1,304,992
+1,284,963
58
$34.3M 0.47%
2,200,000
+750,000
59
$34.1M 0.47%
233,115
+10,161
60
$33.8M 0.47%
785,243
+271,805
61
$33.8M 0.47%
467,277
+235,750
62
$33.5M 0.46%
150,418
+6,083
63
$33.4M 0.46%
179,048
-49,243
64
$33.2M 0.46%
880,762
+88,103
65
$32.9M 0.45%
158,693
+86,577
66
$32.4M 0.45%
166,764
-83,523
67
$32.3M 0.45%
176,699
+12,623
68
$31.4M 0.43%
344,116
+71,712
69
$31.4M 0.43%
309,899
+247,248
70
$31.3M 0.43%
+327,544
71
$31.3M 0.43%
147,580
+19,250
72
$31M 0.43%
880,000
-180,000
73
$30.2M 0.42%
2,395,564
-131,807
74
$29.8M 0.41%
+358,955
75
$29.3M 0.41%
699,466
+368,107
1 2
3
4 5