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
$3.49B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$28M
3
+$26M
4
SIVB
SVB Financial Group
SIVB
+$17.5M
5
HRB icon
H&R Block
HRB
+$17.3M

Top Sells

1
+$162M
2
+$96.1M
3
+$38.4M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$25M
5
BAC icon
Bank of America
BAC
+$16.8M

Sector Composition

1 Financials 24.85%
2 Consumer Discretionary 14.39%
3 Industrials 12.75%
4 Technology 12.08%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.79M 0.19%
48,796
127
$6.74M 0.19%
36,125
128
$6.51M 0.19%
342,651
-25,792
129
$6.45M 0.18%
264,411
+5,285
130
$6.44M 0.18%
173,664
+3,520
131
$6.32M 0.18%
90,851
132
$6.2M 0.18%
80,737
+1,386
133
$6.03M 0.17%
74,308
+1,301
134
$6.03M 0.17%
613,507
+12,932
135
$5.85M 0.17%
75,492
+1,228
136
$5.83M 0.17%
108,299
+2,213
137
$5.77M 0.17%
197,218
+4,205
138
$5.72M 0.16%
58,509
+17,617
139
$5.65M 0.16%
145,367
-12,522
140
$5.58M 0.16%
134,423
-10,189
141
$5.32M 0.15%
143,451
+21,692
142
$4.81M 0.14%
118,678
+2,078
143
$4.78M 0.14%
46,791
+968
144
$4.76M 0.14%
+397,318
145
$4.71M 0.13%
74,982
+1,560
146
$4.67M 0.13%
206,898
+4,171
147
$4.63M 0.13%
119,172
-9,184
148
$4.44M 0.13%
60,750
-4,492
149
$4.4M 0.13%
141,930
+14,700
150
$4.35M 0.12%
266,457
+5,508
4 5
6
7 8