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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
American Tower
AMT
+$8.86M

Sector Composition

1 Technology 18.21%
2 Financials 18.13%
3 Industrials 13.7%
4 Consumer Discretionary 10.64%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.32M 0.35%
290,284
-154,511
77
$9.31M 0.35%
125,732
78
$9.28M 0.35%
10,260
-12,300
79
$9.15M 0.34%
818,424
+3,607
80
$9.07M 0.34%
86,650
-1,786
81
$8.55M 0.32%
152,224
-4,338
82
$8.41M 0.31%
71,100
-24,200
83
$8.36M 0.31%
290,900
+10,300
84
$8.18M 0.31%
125,510
85
$8.04M 0.3%
249,075
86
$8M 0.3%
149,183
87
$7.9M 0.29%
+274,500
88
$7.79M 0.29%
107,500
-42,950
89
$7.73M 0.29%
142,930
90
$7.54M 0.28%
137,492
91
$7.2M 0.27%
11,842
+21
92
$7.05M 0.26%
66,746
93
$6.93M 0.26%
+59,272
94
$6.8M 0.25%
97,941
-279
95
$6.75M 0.25%
+240,690
96
$6.73M 0.25%
84,020
-261
97
$6.58M 0.25%
191,400
-16,200
98
$6.41M 0.24%
121,797
+2,009
99
$6.37M 0.24%
152,112
-419
100
$6.36M 0.24%
145,328
-33,357
2 3
4
5 6