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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.4M 0.28%
842,549
-466,737
102
$27M 0.27%
+261,783
103
$26.8M 0.27%
518,108
-680,914
104
$26.5M 0.27%
289,030
+282,502
105
$26.1M 0.26%
121,038
+81,467
106
$26.1M 0.26%
634,699
-7,686
107
$25.8M 0.26%
484,453
+150,603
108
$25.8M 0.26%
567,772
+532,417
109
$25.7M 0.26%
942,715
110
$25.4M 0.26%
837,580
+281,722
111
$25.1M 0.25%
478,210
+269,285
112
$24.9M 0.25%
315,498
+57,787
113
$24.8M 0.25%
60,553
-79,434
114
$24.3M 0.25%
164,283
+1,945
115
$24.1M 0.24%
+675,709
116
$24.1M 0.24%
74,274
+23,549
117
$23.9M 0.24%
662,516
-95,382
118
$23.8M 0.24%
504,870
-163,310
119
$23.8M 0.24%
73,990
-6,316
120
$23.6M 0.24%
287,574
-91,657
121
$23.2M 0.23%
827,017
-108,384
122
$23.2M 0.23%
168,274
-74,406
123
$23.1M 0.23%
+552,376
124
$22.7M 0.23%
1,081,139
+54,223
125
$22.5M 0.23%
527,066
+183,118
3 4
5
6 7