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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.8M 0.37%
94,468
-16,856
77
$35.1M 0.36%
+1,432,628
78
$34.6M 0.36%
151,815
+28,905
79
$34.2M 0.35%
287,581
+115,126
80
$34M 0.35%
574,417
+707
81
$33.7M 0.35%
727,563
+561,102
82
$32.9M 0.34%
274,197
-74,285
83
$32.6M 0.34%
633,453
-7,744
84
$32.4M 0.33%
449,416
-41,436
85
$32M 0.33%
265,821
-210,736
86
$31.7M 0.33%
165,880
-46,294
87
$31.4M 0.32%
86,023
-7,971
88
$30.8M 0.32%
549,140
-450,283
89
$30.4M 0.31%
+512,700
90
$29.9M 0.31%
299,100
+427
91
$29.7M 0.31%
54,089
-9,851
92
$29M 0.3%
+402,398
93
$27.8M 0.29%
313,034
+187,871
94
$27M 0.28%
201,872
-26,381
95
$26.7M 0.27%
222,456
+857
96
$26.5M 0.27%
596,472
-4,240
97
$26.4M 0.27%
310,263
98
$25.9M 0.27%
388,936
+68,181
99
$25.4M 0.26%
58,036
+51,346
100
$25.4M 0.26%
144,485
-99,303
2 3
4
5 6