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
$3.49B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$28M
3
+$26M
4
SIVB
SVB Financial Group
SIVB
+$17.5M
5
HRB icon
H&R Block
HRB
+$17.3M

Top Sells

1
+$162M
2
+$96.1M
3
+$38.4M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$25M
5
BAC icon
Bank of America
BAC
+$16.8M

Sector Composition

1 Financials 24.85%
2 Consumer Discretionary 14.39%
3 Industrials 12.75%
4 Technology 12.08%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.3M 0.38%
100,580
+62,898
77
$12.4M 0.35%
351,112
+3,392
78
$12.2M 0.35%
58,589
+1,026
79
$11.9M 0.34%
118,837
-2,174
80
$11.8M 0.34%
215,567
81
$11.8M 0.34%
59,565
+37,736
82
$11.7M 0.34%
324,054
-25,293
83
$11.6M 0.33%
240,021
84
$11.6M 0.33%
163,748
+25,249
85
$11.4M 0.33%
362,394
+6,183
86
$11.3M 0.32%
299,192
87
$11.1M 0.32%
141,550
+2,404
88
$10.9M 0.31%
+52,481
89
$10.7M 0.31%
129,487
90
$10.7M 0.31%
+632,593
91
$10.6M 0.3%
+244,080
92
$10.5M 0.3%
432,081
93
$10.2M 0.29%
111,064
+2,291
94
$9.94M 0.28%
189,173
+3,090
95
$9.91M 0.28%
192,234
+3,366
96
$9.73M 0.28%
181,867
+32,300
97
$9.55M 0.27%
178,229
+78,750
98
$9.47M 0.27%
342,446
-190,574
99
$9.44M 0.27%
141,455
-11,858
100
$9.39M 0.27%
97,820
+23,448
2 3
4
5 6