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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
American Tower
AMT
+$8.86M

Sector Composition

1 Technology 18.21%
2 Financials 18.13%
3 Industrials 13.7%
4 Consumer Discretionary 10.64%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.04M 0.19%
76,000
+14,500
127
$5.02M 0.19%
143,272
-37,394
128
$5.02M 0.19%
135,840
-420
129
$5M 0.19%
+230,000
130
$4.99M 0.19%
175,821
-482
131
$4.96M 0.19%
129,004
-77,500
132
$4.92M 0.18%
129,345
-62,513
133
$4.85M 0.18%
217,950
-550
134
$4.82M 0.18%
41,452
-118
135
$4.8M 0.18%
44,669
136
$4.76M 0.18%
63,000
-17,000
137
$4.75M 0.18%
189,810
-516
138
$4.66M 0.17%
256,698
+51,062
139
$4.63M 0.17%
50,978
-6,061
140
$4.56M 0.17%
181,542
-504
141
$4.55M 0.17%
+74,101
142
$4.54M 0.17%
120,000
-31,000
143
$4.44M 0.17%
77,561
-211
144
$4.43M 0.17%
+216,491
145
$4.1M 0.15%
465,244
+126,513
146
$4.04M 0.15%
177,665
-499
147
$4.01M 0.15%
71,407
-200
148
$3.93M 0.15%
11,400
-31
149
$3.84M 0.14%
+70,684
150
$3.81M 0.14%
373,048
-1,044
4 5
6
7 8