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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.3M 0.41%
649,672
-578,240
77
$36.3M 0.41%
724,540
+718,489
78
$36.2M 0.41%
661,182
+86,765
79
$36M 0.41%
1,577,571
+1,562,304
80
$36M 0.41%
512,646
+357,247
81
$35.6M 0.4%
346,432
+159,611
82
$35.6M 0.4%
83,861
+64,328
83
$35.5M 0.4%
328,365
+40,784
84
$35M 0.4%
610,880
+109,986
85
$34.3M 0.39%
+1,483,823
86
$33.7M 0.38%
1,452,940
+1,182,631
87
$33.3M 0.38%
+378,790
88
$32.4M 0.37%
82,432
+24,396
89
$31.6M 0.36%
189,258
+179,525
90
$30.6M 0.35%
315,075
+52,537
91
$30.2M 0.34%
201,162
-710
92
$30M 0.34%
48,198
-5,891
93
$29.8M 0.34%
267,069
-7,128
94
$29.8M 0.34%
46,059
+45,651
95
$29.7M 0.34%
486,318
+36,902
96
$29.7M 0.34%
+268,994
97
$29.5M 0.33%
636,383
+491,741
98
$28.7M 0.33%
+234,601
99
$28.6M 0.32%
493,018
-454,235
100
$28.6M 0.32%
147,952
+33,788
2 3
4
5 6