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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.1M 0.32%
146,685
-88,825
102
$27.8M 0.32%
183,679
+62,247
103
$27.4M 0.31%
221,818
-638
104
$27.4M 0.31%
72,534
-21,934
105
$27.3M 0.31%
493,435
+486,977
106
$26.9M 0.3%
230,600
+30,754
107
$26.8M 0.3%
+186,903
108
$26.3M 0.3%
561,816
-34,656
109
$26.2M 0.3%
180,311
+31,180
110
$25.7M 0.29%
204,363
-782
111
$25.5M 0.29%
418,090
-1,390,110
112
$24.4M 0.28%
+580,408
113
$24.2M 0.27%
319,956
+20,856
114
$23.7M 0.27%
+113,417
115
$23M 0.26%
330,765
-71,633
116
$22.9M 0.26%
335,936
+259
117
$22.6M 0.26%
188,565
-252
118
$22M 0.25%
437,416
-1,699
119
$21.9M 0.25%
130,420
-472
120
$21M 0.24%
+91,950
121
$21M 0.24%
220,384
+3,104
122
$20.9M 0.24%
979,726
-1,965,188
123
$20.5M 0.23%
562,170
-47,170
124
$20.1M 0.23%
244,551
-923
125
$20.1M 0.23%
1,537,262
-10,190
3 4
5
6 7