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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.9M 0.32%
136,259
+5,631
102
$22.5M 0.31%
586,039
+282,092
103
$22M 0.3%
101,366
-23,458
104
$21.9M 0.3%
403,195
-12,136
105
$21.9M 0.3%
26,618
+2,625
106
$21.8M 0.3%
208,400
+30,874
107
$21.5M 0.3%
526,359
+498,804
108
$21.5M 0.3%
31,178
-9,859
109
$21.4M 0.3%
223,797
+8,066
110
$21.2M 0.29%
578,164
+7,174
111
$21.2M 0.29%
86,091
+3,114
112
$21M 0.29%
752,172
-1,249,283
113
$20.8M 0.29%
5,228,931
114
$20.8M 0.29%
420,761
-26,629
115
$20.8M 0.29%
344,942
+16,723
116
$20.8M 0.29%
+90,752
117
$20.7M 0.29%
44,682
+1,288
118
$20.4M 0.28%
182,043
+14,279
119
$20.3M 0.28%
293,719
+14,798
120
$20.3M 0.28%
333,098
+301,913
121
$20.2M 0.28%
298,379
-68,369
122
$20.2M 0.28%
118,636
+9,916
123
$20.2M 0.28%
5,269,365
+1,513,939
124
$19.7M 0.27%
110,103
+10,126
125
$19.7M 0.27%
771,031
+11,286
3 4
5
6 7