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
$2.88B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$52.7M
3
+$48M
4
C icon
Citigroup
C
+$33M
5
HRB icon
H&R Block
HRB
+$24M

Top Sells

1
+$108M
2
+$45.6M
3
+$27.8M
4
MSFT icon
Microsoft
MSFT
+$16.5M
5
WFC icon
Wells Fargo
WFC
+$10.7M

Sector Composition

1 Technology 18.9%
2 Financials 17.84%
3 Industrials 13.28%
4 Consumer Discretionary 11.19%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.04M 0.21%
141,525
-1,405
102
$6.01M 0.21%
145,635
-7,171
103
$5.99M 0.21%
121,302
-5,969
104
$5.96M 0.21%
50,978
105
$5.71M 0.2%
172,900
-18,100
106
$5.7M 0.2%
50,538
-567
107
$5.69M 0.2%
279,594
-13,815
108
$5.65M 0.2%
145,249
-7,139
109
$5.63M 0.2%
76,025
-3,735
110
$5.63M 0.2%
168,335
-8,288
111
$5.58M 0.19%
175,818
-8,619
112
$5.51M 0.19%
80,505
-3,887
113
$5.41M 0.19%
54,000
-50,800
114
$5.36M 0.19%
62,700
-5,000
115
$5.34M 0.19%
189,095
-9,345
116
$5.31M 0.18%
308,028
-15,102
117
$5.3M 0.18%
88,611
-614
118
$5.21M 0.18%
192,120
-9,406
119
$4.94M 0.17%
43,669
120
$4.93M 0.17%
281,528
-13,917
121
$4.93M 0.17%
189,600
-9,322
122
$4.89M 0.17%
479,825
123
$4.76M 0.17%
130,070
-6,390
124
$4.73M 0.16%
234,104
+78,725
125
$4.71M 0.16%
107,053
-798
3 4
5
6 7