JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.6B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$85.3M
3
+$82.1M
4
NVST icon
Envista
NVST
+$79M
5
PGR icon
Progressive
PGR
+$72.7M

Top Sells

1
+$105M
2
+$88.9M
3
+$71M
4
LNG icon
Cheniere Energy
LNG
+$70.7M
5
CASY icon
Casey's General Stores
CASY
+$66.4M

Sector Composition

1 Technology 26.32%
2 Consumer Discretionary 13.3%
3 Financials 12.39%
4 Industrials 10.2%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45.3M 0.43%
2,055,164
+232,222
77
$43.6M 0.41%
1,064,278
-39,060
78
$43.5M 0.41%
145,754
+805
79
$42.7M 0.4%
30,531
-1,812
80
$42.6M 0.4%
372,804
-239,099
81
$42.4M 0.4%
571,592
-22,642
82
$42.4M 0.4%
558,108
-59,512
83
$42.3M 0.4%
307,100
+88,634
84
$42M 0.4%
485,020
+339,008
85
$41.9M 0.4%
176,186
+1,062
86
$41M 0.39%
8,853,102
-224,658
87
$40.8M 0.39%
255,672
-10,310
88
$40.7M 0.38%
+597,468
89
$39.9M 0.38%
602,290
+222,581
90
$39.3M 0.37%
236,538
+1,412
91
$38.9M 0.37%
2,597,091
+1,925,850
92
$38.4M 0.36%
160,808
+936
93
$37.9M 0.36%
10,781,056
94
$37.7M 0.36%
152,812
-39,431
95
$37.1M 0.35%
212,639
-14,270
96
$37M 0.35%
756,029
-153,164
97
$36.9M 0.35%
+231,343
98
$36.6M 0.35%
4,486,942
-183,412
99
$36.1M 0.34%
224,920
+123,630
100
$36.1M 0.34%
202,759
-153,851
2 3
4
5 6