JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$85.3M
3
+$69.8M
4
JPM icon
JPMorgan Chase
JPM
+$50.5M
5
BAC icon
Bank of America
BAC
+$44.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.34%
2 Technology 17.01%
3 Healthcare 12.28%
4 Industrials 10.69%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.94M 0.18%
+150,000
127
$3.78M 0.17%
+837,335
128
$3.72M 0.17%
+70,000
129
$3.37M 0.15%
+236,474
130
$3.1M 0.14%
+132,657
131
$3.01M 0.13%
+86,120
132
$3.01M 0.13%
+1,679,500
133
$2.99M 0.13%
+129,443
134
$2.9M 0.13%
+160,495
135
$2.68M 0.12%
+86,274
136
$2.62M 0.12%
+900,000
137
$2.62M 0.12%
+260,000
138
$2.58M 0.12%
+30,000
139
$2.56M 0.11%
+212,000
140
– –
0
141
$2.44M 0.11%
+213,485
142
$2.41M 0.11%
+45,144
143
$2.38M 0.11%
+314,510
144
$2.35M 0.1%
+97,000
145
$2.1M 0.09%
+52,274
146
$2.01M 0.09%
+114,902
147
$1.94M 0.09%
+51,680
148
$1.92M 0.09%
+26,238
149
$1.82M 0.08%
+86,448
150
$1.76M 0.08%
+83,250
4 5
6
7 8