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
$3.28B
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$25.3M
3
+$14.6M
4
BFH icon
Bread Financial
BFH
+$10.3M
5
STT icon
State Street
STT
+$9.9M

Top Sells

1
+$90.8M
2
+$59.7M
3
+$51.6M
4
HPQ icon
HP
HPQ
+$31.5M
5
WFC icon
Wells Fargo
WFC
+$21.2M

Sector Composition

1 Financials 21.96%
2 Technology 16.57%
3 Consumer Discretionary 14.76%
4 Industrials 12.93%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.3M 0.34%
203,087
-37,566
77
$11M 0.33%
369,318
-82,182
78
$10.9M 0.33%
444,858
79
$10.4M 0.32%
172,284
-16,415
80
$10.1M 0.31%
432,327
+13,603
81
$10.1M 0.31%
129,487
+4,044
82
$9.95M 0.3%
146,163
+13,406
83
$9.88M 0.3%
270,000
-62,500
84
$9.81M 0.3%
57,563
-10,649
85
$9.56M 0.29%
102,540
-18,967
86
$9.45M 0.29%
43,025
+3,534
87
$9.42M 0.29%
137,907
-25,213
88
$9.3M 0.28%
66,974
-12,389
89
$9.25M 0.28%
+241,415
90
$9.16M 0.28%
99,886
-9,515
91
$8.93M 0.27%
+52,556
92
$8.73M 0.27%
50,383
+31,747
93
$8.64M 0.26%
188,868
-34,936
94
$8.43M 0.26%
149,567
+5,018
95
$8.4M 0.26%
35,006
+21,349
96
$8.39M 0.26%
134,867
-24,948
97
$8.29M 0.25%
360,232
-34,316
98
$8.16M 0.25%
13,281
-1,265
99
$7.94M 0.24%
112,155
-5,066
100
$7.92M 0.24%
147,326
-31,950
2 3
4
5 6