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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.14%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.7M 0.32%
131,014
+118,247
102
$21M 0.31%
328,219
-201
103
$20.9M 0.31%
+238,882
104
$20.7M 0.3%
433,588
105
$20.6M 0.3%
82,977
+39,419
106
$20.3M 0.3%
759,745
+694,721
107
$20.1M 0.29%
771,301
+529,831
108
$20.1M 0.29%
124,259
+117,302
109
$19.7M 0.29%
447,390
+7,029
110
$19.6M 0.29%
177,526
+2,025
111
$19.5M 0.29%
513,438
+488,600
112
$19.5M 0.28%
162,150
-42,534
113
$19.2M 0.28%
+1,192,097
114
$19.1M 0.28%
130,628
115
$18.7M 0.27%
124,824
-22,745
116
$18.7M 0.27%
272,404
+15,081
117
$18.6M 0.27%
231,527
-133,325
118
$18.5M 0.27%
+56,106
119
$18.5M 0.27%
294,749
-736
120
$18.4M 0.27%
215,731
121
$18.3M 0.27%
377,675
+135,425
122
$18.2M 0.27%
1,450,000
123
$18.1M 0.26%
99,977
+71,062
124
$17.8M 0.26%
474,143
+278,007
125
$17.8M 0.26%
147,040
+61,203
3 4
5
6 7