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
$2.58B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.9M
3
+$14.4M
4
BX icon
Blackstone
BX
+$12.9M
5
AMG icon
Affiliated Managers Group
AMG
+$11.7M

Top Sells

1
+$29.8M
2
+$11.7M
3
+$11.7M
4
MET icon
MetLife
MET
+$10.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M

Sector Composition

1 Financials 25.91%
2 Technology 18.22%
3 Healthcare 11.65%
4 Industrials 10.93%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.49M 0.17%
520,690
-34,782
127
$4.31M 0.17%
131,960
-697
128
$4.27M 0.17%
+95,000
129
$4.24M 0.16%
570,101
-38,607
130
$4.12M 0.16%
+80,955
131
$4M 0.16%
224,584
-14,966
132
$3.84M 0.15%
30,998
-12,802
133
$3.7M 0.14%
863,135
134
$3.67M 0.14%
+70,000
135
$3.61M 0.14%
+239,437
136
$3.56M 0.14%
81,942
-5,452
137
$3.48M 0.14%
+95,201
138
$3.46M 0.13%
1,729,500
+35,000
139
$3.14M 0.12%
81,745
-5,609
140
$3.13M 0.12%
+130,000
141
$3.13M 0.12%
60,000
-7,162
142
$3.05M 0.12%
450,566
+385,000
143
$3.04M 0.12%
314,952
+442
144
$2.89M 0.11%
+22,678
145
$2.81M 0.11%
145,789
+54,400
146
$2.77M 0.11%
63,800
+44,800
147
– –
0
148
$2.42M 0.09%
97,000
149
$2.4M 0.09%
+280,000
150
$2.38M 0.09%
30,000
4 5
6
7 8