JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.9M
3
+$14.4M
4
BX icon
Blackstone
BX
+$12.9M
5
AMG icon
Affiliated Managers Group
AMG
+$11.7M

Top Sells

1
+$29.8M
2
+$11.7M
3
+$11.7M
4
MET icon
MetLife
MET
+$10.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M

Sector Composition

1 Financials 25.91%
2 Technology 18.22%
3 Healthcare 11.65%
4 Industrials 10.93%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.2M 0.44%
63,015
+11,415
77
$11.2M 0.43%
531,204
+447,013
78
$11.1M 0.43%
209,172
-14,709
79
$10.5M 0.41%
154,782
-10,026
80
$10.5M 0.41%
126,867
-8,108
81
$10.3M 0.4%
+195,000
82
$10.3M 0.4%
278,615
-19,921
83
$10.2M 0.4%
413,376
-16,488
84
$10.1M 0.39%
569,655
+106,909
85
$9.2M 0.36%
265,883
-1,480
86
$9.14M 0.35%
563,725
-2,849
87
$9.06M 0.35%
151,028
-210
88
$9M 0.35%
234,500
-29,500
89
$8.95M 0.35%
506,302
-35,957
90
$8.63M 0.34%
75,000
+20,713
91
$8.54M 0.33%
550,000
+348,946
92
$8.48M 0.33%
94,079
-5,660
93
$8.47M 0.33%
108,597
-8,687
94
$8.33M 0.32%
+190,581
95
$8.1M 0.31%
89,259
-4,535
96
$8.08M 0.31%
+140,000
97
$8.08M 0.31%
231,300
+62,000
98
$7.87M 0.31%
+35,417
99
$7.73M 0.3%
408,500
-43,257
100
$7.64M 0.3%
204,694
+164,838
2 3
4
5 6