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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1 +$52.1M
2 +$48.2M
3 +$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1 +$71M
2 +$52.9M
3 +$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.14%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$27.2M 0.4%
164,076
+13,115
77
$27.1M 0.4%
1,580,000
78
$26.9M 0.39%
1,201,782
-84,004
79
$26.5M 0.39%
915,789
-319,026
80
$26.4M 0.39%
317,960
-27,237
81
$25.5M 0.37%
197,849
+9,381
82
$25M 0.37%
136,240
+115,217
83
$24.9M 0.36%
48,768
+23,661
84
$24.7M 0.36%
+88,077
85
$24.3M 0.36%
446,799
+339,114
86
$23.5M 0.34%
+167,607
87
$23.4M 0.34%
438,164
88
$23.1M 0.34%
1,094,591
-31,291
89
$23M 0.34%
366,748
+28,748
90
$22.8M 0.33%
41,037
-1,839
91
$22.8M 0.33%
593,142
-111,184
92
$22.8M 0.33%
+366,521
93
$22.8M 0.33%
+4,362,984
94
$22.8M 0.33%
121,872
-47,297
95
$22.7M 0.33%
44,293
+43,138
96
$22.7M 0.33%
155,637
+74,803
97
$22.2M 0.32%
202,015
+9,256
98
$22.1M 0.32%
734,706
+16,694
99
$22M 0.32%
88,473
-92,579
100
$21.7M 0.32%
291,537
-32,418