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
$3.49B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$28M
3
+$26M
4
SIVB
SVB Financial Group
SIVB
+$17.5M
5
HRB icon
H&R Block
HRB
+$17.3M

Top Sells

1
+$162M
2
+$96.1M
3
+$38.4M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$25M
5
BAC icon
Bank of America
BAC
+$16.8M

Sector Composition

1 Financials 24.85%
2 Consumer Discretionary 14.39%
3 Industrials 12.75%
4 Technology 12.08%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.18M 0.26%
306,393
-20,339
102
$9.01M 0.26%
370,701
+206,943
103
$8.84M 0.25%
68,168
+1,194
104
$8.66M 0.25%
98,932
+2,064
105
$8.61M 0.25%
198,615
+498
106
$8.57M 0.25%
13,155
+276
107
$8.56M 0.25%
109,312
-8,315
108
$8.56M 0.25%
51,948
+6,550
109
$8.31M 0.24%
348,019
+141,920
110
$8.2M 0.23%
231,127
+4,762
111
$8.16M 0.23%
211,562
+5,000
112
$8.11M 0.23%
69,906
113
$7.99M 0.23%
206,706
+3,619
114
$7.92M 0.23%
160,347
+3,200
115
$7.81M 0.22%
145,353
+2,964
116
$7.75M 0.22%
132,095
117
$7.62M 0.22%
114,030
+1,997
118
$7.58M 0.22%
91,035
+1,594
119
$7.37M 0.21%
+361,735
120
$7.3M 0.21%
107,936
+1,767
121
$7.2M 0.21%
20,814
122
$7.2M 0.21%
64,375
+1,076
123
$7.04M 0.2%
269,883
+97,000
124
$6.83M 0.2%
391,348
+8,031
125
$6.81M 0.2%
41,638
3 4
5
6 7