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
$3.07B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.5M
3
+$20.4M
4
JD icon
JD.com
JD
+$19.2M
5
MCO icon
Moody's
MCO
+$19.1M

Top Sells

1
+$35.1M
2
+$33.7M
3
+$32.3M
4
JPM icon
JPMorgan Chase
JPM
+$29.1M
5
ICE icon
Intercontinental Exchange
ICE
+$26.1M

Sector Composition

1 Financials 22.19%
2 Consumer Discretionary 17.81%
3 Industrials 13.64%
4 Technology 13.02%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.99M 0.26%
159,397
-45,484
102
$7.61M 0.25%
441,686
103
$7.58M 0.25%
54,228
-99,824
104
$7.58M 0.25%
170,197
-156
105
$7.43M 0.24%
89,860
106
$7.42M 0.24%
313,531
+178,032
107
$7.32M 0.24%
11,942
108
$7.03M 0.23%
216,262
-1,700
109
$6.81M 0.22%
125,168
-127
110
$6.67M 0.22%
134,423
111
$6.43M 0.21%
233,374
-1,223,293
112
$6.37M 0.21%
132,324
113
$6.25M 0.2%
73,308
-81,776
114
$6.1M 0.2%
+31,776
115
$5.93M 0.19%
39,081
-39
116
$5.9M 0.19%
342,651
117
$5.84M 0.19%
+144,384
118
$5.79M 0.19%
97,643
119
$5.61M 0.18%
42,536
120
$5.36M 0.17%
84,339
121
$5.27M 0.17%
98,573
122
$5.18M 0.17%
111,222
+89,200
123
$5.18M 0.17%
21,008
+16,310
124
$5.07M 0.16%
126,681
-28,841
125
$5.05M 0.16%
31,612
+27,776
3 4
5
6 7