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
$6.47B
AUM Growth
-$640M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$49.1M
3
+$47.8M
4
PG icon
Procter & Gamble
PG
+$41.4M
5
DAL icon
Delta Air Lines
DAL
+$38.9M

Top Sells

1
+$291M
2
+$41.3M
3
+$33.4M
4
RHI icon
Robert Half
RHI
+$32.7M
5
PSA icon
Public Storage
PSA
+$28.7M

Sector Composition

1 Technology 25.2%
2 Financials 12.72%
3 Healthcare 12.45%
4 Consumer Discretionary 11.71%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.7M 0.27%
434,669
-308,696
102
$17.6M 0.27%
130,060
+16,489
103
$17.6M 0.27%
46,614
+18,566
104
$17.3M 0.27%
117,511
-33,292
105
$17.1M 0.26%
61,944
+54,159
106
$17M 0.26%
215,731
107
$17M 0.26%
97,606
-81,052
108
$16.9M 0.26%
462,737
+290,422
109
$16.8M 0.26%
33,196
-8,815
110
$16.7M 0.26%
233,610
+195,423
111
$16.7M 0.26%
133,981
-67,278
112
$16.5M 0.26%
150,230
113
$16.5M 0.25%
142,530
+41,791
114
$16.4M 0.25%
72,681
-1,812
115
$16.4M 0.25%
130,628
116
$16.2M 0.25%
106,702
-179,067
117
$16.2M 0.25%
328,420
118
$16M 0.25%
152,665
+7,169
119
$15.7M 0.24%
+70,762
120
$15.7M 0.24%
295,485
-16,939
121
$15.5M 0.24%
95,070
-18,794
122
$15.4M 0.24%
338,000
-365,000
123
$15.3M 0.24%
175,501
124
$15.1M 0.23%
278,095
125
$14.9M 0.23%
114,828
-2,772
3 4
5
6 7