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
$2.88B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$52.7M
3
+$48M
4
C icon
Citigroup
C
+$33M
5
HRB icon
H&R Block
HRB
+$24M

Top Sells

1
+$108M
2
+$45.6M
3
+$27.8M
4
MSFT icon
Microsoft
MSFT
+$16.5M
5
WFC icon
Wells Fargo
WFC
+$10.7M

Sector Composition

1 Technology 18.9%
2 Financials 17.84%
3 Industrials 13.28%
4 Consumer Discretionary 11.19%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.88M 0.34%
230,000
-199,000
77
$9.8M 0.34%
112,228
+25,228
78
$9.46M 0.33%
108,560
-1,299
79
$9.4M 0.33%
123,137
80
$9.24M 0.32%
151,097
-1,127
81
$8.82M 0.31%
989,311
+110,100
82
$8.74M 0.3%
148,937
83
$8.39M 0.29%
199,324
84
$8.23M 0.29%
288,688
-1,596
85
$8.15M 0.28%
214,729
-1,200,271
86
$8.02M 0.28%
188,345
-9,308
87
$8M 0.28%
487,324
88
$7.93M 0.28%
125,443
89
$7.72M 0.27%
136,057
-1,435
90
$7.71M 0.27%
193,408
-9,517
91
$6.92M 0.24%
42,864
92
$6.91M 0.24%
173,143
93
$6.82M 0.24%
240,690
94
$6.77M 0.23%
302,500
+12,500
95
$6.41M 0.22%
93,789
-4,595
96
$6.27M 0.22%
129,004
97
$6.2M 0.22%
48,724
98
$6.18M 0.21%
45,000
-5,500
99
$6.16M 0.21%
49,200
100
$6.07M 0.21%
45,700
-40,600
2 3
4
5 6