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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34.2M 0.34%
5,279,361
-64,639
77
$34M 0.34%
357,838
+231,669
78
$34M 0.34%
310,496
+43,758
79
$33.9M 0.34%
157,104
+1,388
80
$33.9M 0.34%
798,194
-1,066,715
81
$32.8M 0.33%
478,660
-914,463
82
$32.4M 0.33%
155,805
-112,968
83
$32.4M 0.33%
372,478
-51,799
84
$32.1M 0.32%
149,043
-26,552
85
$32.1M 0.32%
230,630
-697,363
86
$31.8M 0.32%
357,941
+29,920
87
$31.8M 0.32%
175,399
+43,357
88
$31.5M 0.32%
939,700
+612,450
89
$31.3M 0.32%
3,830,505
-46,874
90
$30.2M 0.3%
136,070
+47,664
91
$30.1M 0.3%
313,737
+54,416
92
$29.7M 0.3%
1,809,040
-157,630
93
$29.7M 0.3%
59,391
+40,158
94
$28.9M 0.29%
204,334
-30,836
95
$28.6M 0.29%
233,188
-778
96
$28.5M 0.29%
317,105
-137,700
97
$27.8M 0.28%
463,144
-408,237
98
$27.5M 0.28%
106,084
-13,463
99
$27.5M 0.28%
501,171
-35,129
100
$27.5M 0.28%
211,467
-120,811
2 3
4
5 6