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
$2.88B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$52.7M
3
+$48M
4
C icon
Citigroup
C
+$33M
5
HRB icon
H&R Block
HRB
+$24M

Top Sells

1
+$108M
2
+$45.6M
3
+$27.8M
4
MSFT icon
Microsoft
MSFT
+$16.5M
5
WFC icon
Wells Fargo
WFC
+$10.7M

Sector Composition

1 Technology 18.9%
2 Financials 17.84%
3 Industrials 13.28%
4 Consumer Discretionary 11.19%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.67M 0.16%
181,727
-8,949
127
$4.67M 0.16%
117,225
+47,800
128
$4.64M 0.16%
558,666
+182,297
129
$4.61M 0.16%
249,099
+17,610
130
$4.59M 0.16%
33,880
-1,667
131
$4.56M 0.16%
75,541
-3,708
132
$4.56M 0.16%
40,673
+788
133
$4.55M 0.16%
472,460
-23,244
134
$4.55M 0.16%
245,762
-12,108
135
$4.47M 0.16%
39,696
-1,944
136
$4.44M 0.15%
390,625
-99,190
137
$4.43M 0.15%
208,592
-10,368
138
$4.39M 0.15%
218,979
-10,747
139
$4.28M 0.15%
60,400
+19,300
140
$4.27M 0.15%
64,477
+5,190
141
$4.26M 0.15%
124,843
-6,134
142
$4.26M 0.15%
210,418
-10,341
143
$4.23M 0.15%
36,000
-17,786
144
$4.18M 0.15%
321,545
-15,799
145
$4.15M 0.14%
141,131
-6,971
146
$4.04M 0.14%
31,201
-38,595
147
$3.98M 0.14%
106,905
-20,843
148
$3.95M 0.14%
+142,265
149
$3.94M 0.14%
112,866
-989
150
$3.88M 0.13%
269,053
-154,197
4 5
6
7 8