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
$3.07B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.5M
3
+$20.4M
4
JD icon
JD.com
JD
+$19.2M
5
MCO icon
Moody's
MCO
+$19.1M

Top Sells

1
+$35.1M
2
+$33.7M
3
+$32.3M
4
JPM icon
JPMorgan Chase
JPM
+$29.1M
5
ICE icon
Intercontinental Exchange
ICE
+$26.1M

Sector Composition

1 Financials 22.19%
2 Consumer Discretionary 17.81%
3 Industrials 13.64%
4 Technology 13.02%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.2M 0.36%
325,000
-160,000
77
$11.2M 0.36%
272,458
-16,650
78
$11M 0.36%
186,755
+32,147
79
$10.9M 0.35%
730,715
+28,384
80
$10.7M 0.35%
222,120
-349,570
81
$10.5M 0.34%
129,337
-150
82
$10.4M 0.34%
84,432
-14,805
83
$10.3M 0.33%
95,820
-31,698
84
$10.2M 0.33%
+2,021,545
85
$10.2M 0.33%
431,655
-426
86
$10.1M 0.33%
215,305
-262
87
$10.1M 0.33%
298,905
-287
88
$10.1M 0.33%
324,054
89
$10.1M 0.33%
210,203
90
$10M 0.32%
181,641
-226
91
$9.98M 0.32%
109,312
92
$9.85M 0.32%
243,821
-259
93
$9.22M 0.3%
116,166
+15,992
94
$9.21M 0.3%
50,464
+1,242
95
$9M 0.29%
131,515
+62,150
96
$8.92M 0.29%
448,617
+109,347
97
$8.92M 0.29%
56,099
-27,111
98
$8.84M 0.29%
164,611
99
$8.8M 0.28%
100,996
100
$8.32M 0.27%
164,570
+8,842
2 3
4
5 6