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
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$25.1M
3
+$17.8M
4
BAC icon
Bank of America
BAC
+$8.97M
5
WFC icon
Wells Fargo
WFC
+$8.89M

Top Sells

1
+$33.7M
2
+$15.9M
3
+$15.1M
4
AXP icon
American Express
AXP
+$14.6M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.37M 0.21%
665,800
+8,600
102
$6.35M 0.21%
148,324
+1,900
103
$6.17M 0.21%
50,000
-11,900
104
$6.17M 0.21%
65,565
+18,375
105
$6.15M 0.21%
513,656
+6,700
106
$6.14M 0.21%
560,500
+203,200
107
$5.92M 0.2%
40,488
+600
108
$5.92M 0.2%
243,959
+3,200
109
$5.88M 0.2%
67,796
-18,500
110
$5.84M 0.2%
+115,000
111
$5.82M 0.19%
192,230
+25,700
112
$5.81M 0.19%
+17,700
113
$5.78M 0.19%
49,080
+600
114
$5.75M 0.19%
212,400
+19,900
115
$5.73M 0.19%
210,317
+28,531
116
$5.69M 0.19%
129,200
+1,700
117
$5.69M 0.19%
333,378
+4,300
118
$5.68M 0.19%
59,636
+800
119
$5.68M 0.19%
+50,000
120
$5.68M 0.19%
67,214
+8,600
121
$5.67M 0.19%
105,156
+1,400
122
$5.65M 0.19%
204,914
+2,600
123
$5.64M 0.19%
279,629
+34,100
124
$5.61M 0.19%
299,250
+3,900
125
$5.58M 0.19%
561,607
-2,500
3 4
5
6 7