JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$103M
3 +$103M
4
JNJ icon
Johnson & Johnson
JNJ
+$93.6M
5
WAT icon
Waters Corp
WAT
+$74.5M

Top Sells

1 +$111M
2 +$102M
3 +$95.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$90.9M
5
GM icon
General Motors
GM
+$86.9M

Sector Composition

1 Technology 29.89%
2 Financials 12.66%
3 Communication Services 10.72%
4 Healthcare 9.92%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$65.1M 0.54%
217,772
+30,802
52
$64.5M 0.54%
357,728
+111,351
53
$64M 0.53%
713,509
+171,307
54
$62.6M 0.52%
182,459
+30,954
55
$62.2M 0.52%
214,531
+8,435
56
$62M 0.52%
1,338,355
+1,216,183
57
$61.7M 0.51%
297,223
+24,988
58
$61.4M 0.51%
211,815
+37,086
59
$60.7M 0.51%
61,278
+12,018
60
$60.3M 0.5%
+1,336,012
61
$60.1M 0.5%
669,281
+74,913
62
$59.3M 0.49%
288,185
-29,585
63
$58.9M 0.49%
498,931
+91,443
64
$58.4M 0.49%
6,592,461
-1,948,836
65
$58M 0.48%
487,466
+59,417
66
$57.9M 0.48%
354,607
+253,968
67
$57.8M 0.48%
1,033,271
+632,229
68
$56.8M 0.47%
2,249,508
+296,330
69
$56.8M 0.47%
184,092
+32,300
70
$55.8M 0.47%
+528,050
71
$54.7M 0.46%
98,260
+97,139
72
$54.5M 0.45%
323,152
+109,686
73
$54.4M 0.45%
293,098
+185,088
74
$52.9M 0.44%
+226,942
75
$52.8M 0.44%
267,167
+43,540