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
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$25.1M
3
+$17.8M
4
BAC icon
Bank of America
BAC
+$8.97M
5
WFC icon
Wells Fargo
WFC
+$8.89M

Top Sells

1
+$33.7M
2
+$15.9M
3
+$15.1M
4
AXP icon
American Express
AXP
+$14.6M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.51M 0.18%
73,203
-500
127
$5.43M 0.18%
166,100
+2,100
128
$5.42M 0.18%
206,504
-8,900
129
$5.42M 0.18%
+226,300
130
$5.37M 0.18%
+230,300
131
$5.37M 0.18%
379,485
+266,400
132
$5.33M 0.18%
322,300
+57,300
133
$5.32M 0.18%
691,070
+78,525
134
$5.32M 0.18%
80,800
-300
135
$5.3M 0.18%
326,221
+20,700
136
$5.29M 0.18%
148,000
+1,900
137
$5.25M 0.18%
41,431
+6,460
138
$5.23M 0.17%
100,000
-18,380
139
$5.23M 0.17%
89,730
+100
140
$5.22M 0.17%
352,400
+72,500
141
$5.22M 0.17%
143,167
+1,800
142
$5.22M 0.17%
389,191
+5,000
143
$5.18M 0.17%
162,926
+2,100
144
$5.18M 0.17%
+95,000
145
$5.17M 0.17%
224,222
-10,406
146
$5.17M 0.17%
+215,200
147
$5.15M 0.17%
257,400
-310,348
148
$5.12M 0.17%
+106,927
149
$5.04M 0.17%
273,783
+3,500
150
$5.03M 0.17%
104,230
-11,100
4 5
6
7 8