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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
American Tower
AMT
+$8.86M

Sector Composition

1 Technology 18.21%
2 Financials 18.13%
3 Industrials 13.7%
4 Consumer Discretionary 10.64%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.36M 0.24%
89,225
102
$6.16M 0.23%
321,673
-34,026
103
$6.13M 0.23%
199,424
104
$6.09M 0.23%
42,864
-1,666
105
$6.05M 0.23%
487,552
-217,200
106
$5.92M 0.22%
134,286
-359
107
$5.89M 0.22%
35,386
-98
108
$5.85M 0.22%
294,095
-775
109
$5.83M 0.22%
130,384
-43,966
110
$5.81M 0.22%
219,760
-612
111
$5.79M 0.22%
423,250
-10,766
112
$5.78M 0.22%
202,185
-57,465
113
$5.65M 0.21%
228,689
-13,777
114
$5.62M 0.21%
355,902
-38,853
115
$5.6M 0.21%
196,750
-522
116
$5.57M 0.21%
414,481
117
$5.56M 0.21%
173,243
118
$5.49M 0.21%
487,598
-1,344
119
$5.43M 0.2%
147,332
-428
120
$5.39M 0.2%
200,620
-66,804
121
$5.31M 0.2%
198,021
-547
122
$5.26M 0.2%
78,891
-219
123
$5.24M 0.2%
563,255
-15,444
124
$5.2M 0.19%
472,543
-452,100
125
$5.12M 0.19%
264,825
-3,160
3 4
5
6 7