JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.9M
3
+$14.4M
4
BX icon
Blackstone
BX
+$12.9M
5
AMG icon
Affiliated Managers Group
AMG
+$11.7M

Top Sells

1
+$29.8M
2
+$11.7M
3
+$11.7M
4
MET icon
MetLife
MET
+$10.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M

Sector Composition

1 Financials 25.91%
2 Technology 18.22%
3 Healthcare 11.65%
4 Industrials 10.93%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.55M 0.29%
754,625
-231,979
102
$7.21M 0.28%
82,747
-5,609
103
$6.92M 0.27%
75,000
-31,208
104
$6.88M 0.27%
190,000
-19,073
105
$6.76M 0.26%
178,976
-12,295
106
$6.48M 0.25%
+84,940
107
– –
0
108
$6.11M 0.24%
140,000
-61,000
109
$6.05M 0.24%
92,953
+73,259
110
$5.86M 0.23%
215,464
+292
111
$5.69M 0.22%
+38,467
112
$5.63M 0.22%
6,771
-11,419
113
$5.62M 0.22%
116,755
-34,137
114
$5.62M 0.22%
968,917
-1,810
115
$5.55M 0.22%
137,101
-10,315
116
$5.52M 0.21%
89,139
-131
117
$5.29M 0.21%
229,673
-15,305
118
$5.2M 0.2%
77,834
-4,640
119
$5.15M 0.2%
+163,600
120
$4.99M 0.19%
+110,000
121
– –
0
122
$4.87M 0.19%
+125,692
123
$4.81M 0.19%
+194,000
124
$4.56M 0.18%
+120,000
125
$4.5M 0.17%
225,884
-60,614
3 4
5
6 7