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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29.3M 0.41%
130,438
+5,239
77
$28.6M 0.4%
+404,239
78
$27.9M 0.39%
200,433
-17,916
79
$27.9M 0.38%
2,766,137
+2,686,048
80
$27.8M 0.38%
366,557
+237,408
81
$27.6M 0.38%
+2,710,646
82
$27.5M 0.38%
203,596
+5,747
83
$27.5M 0.38%
+66,577
84
$27.4M 0.38%
50,854
+2,086
85
$27.2M 0.38%
467,924
+34,336
86
$27.2M 0.38%
202,733
-101,400
87
$26.9M 0.37%
987,728
+790,133
88
$26.9M 0.37%
162,288
+6,651
89
$26.6M 0.37%
285,878
-5,659
90
$26.2M 0.36%
78,583
+7,028
91
$25.7M 0.36%
1,367,601
+277,629
92
$24.9M 0.34%
895,610
+698,830
93
$24.7M 0.34%
910,554
-5,235
94
$24.4M 0.34%
696,856
-313,714
95
$24.1M 0.33%
169,089
+17,185
96
$23.7M 0.33%
552,631
-40,511
97
$23.6M 0.33%
1,423,584
+1,376,339
98
$23.4M 0.32%
8,818,004
+4,455,020
99
$23.3M 0.32%
+614,223
100
$23.2M 0.32%
443,507
+98,021
2 3
4
5 6