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
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$31.1M
3
+$28M
4
HRB icon
H&R Block
HRB
+$18.8M
5
APH icon
Amphenol
APH
+$18.1M

Top Sells

1
+$25.1M
2
+$19M
3
+$16.6M
4
FISV
Fiserv Inc
FISV
+$14.1M
5
MELI icon
Mercado Libre
MELI
+$13.9M

Sector Composition

1 Consumer Discretionary 23.12%
2 Financials 17.72%
3 Technology 16.46%
4 Materials 9.75%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.1M 0.2%
56,920
+4,344
102
$6.04M 0.2%
30,186
+3,751
103
$5.91M 0.2%
196,898
104
$5.86M 0.2%
420,116
+12,461
105
$5.79M 0.19%
+814,533
106
$5.73M 0.19%
85,264
107
$5.7M 0.19%
59,492
-92,431
108
$5.63M 0.19%
40,820
+29,000
109
$5.31M 0.18%
150,283
-133,340
110
$5.3M 0.18%
96,228
-756
111
$5.14M 0.17%
227,639
112
$5.14M 0.17%
715,552
-91,385
113
$5.01M 0.17%
98,859
114
$4.83M 0.16%
11,091
+7,620
115
$4.71M 0.16%
342,651
116
$4.71M 0.16%
279,490
+36,626
117
$4.7M 0.16%
19,462
118
$4.61M 0.15%
+485,760
119
$4.44M 0.15%
62,430
-1,520
120
$4.31M 0.14%
148,128
121
$4.28M 0.14%
278,139
+45,446
122
$4.22M 0.14%
+22,509
123
$4.2M 0.14%
120,886
+12,000
124
$4.18M 0.14%
192,373
125
$4.12M 0.14%
+107,754
3 4
5
6 7