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
$3.06B
AUM Growth
-$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$19.3M
3
+$18.7M
4
HOG icon
Harley-Davidson
HOG
+$18.2M
5
RL icon
Ralph Lauren
RL
+$13.2M

Top Sells

1
+$52.6M
2
+$32.3M
3
+$31M
4
PYPL icon
PayPal
PYPL
+$30.2M
5
WP
Worldpay, Inc.
WP
+$26.7M

Sector Composition

1 Consumer Discretionary 20.66%
2 Financials 20.17%
3 Technology 14.68%
4 Industrials 12.6%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.42M 0.14%
37,407
-123,827
127
$4.4M 0.14%
29,423
128
$4.37M 0.14%
232,693
129
$4.32M 0.14%
14,250
+6,952
130
$4.31M 0.14%
142,773
131
$4.22M 0.14%
556,702
132
$4.17M 0.14%
33,460
133
$4.13M 0.14%
52,229
134
$4.02M 0.13%
+209,211
135
$3.9M 0.13%
36,039
-75,819
136
$3.89M 0.13%
98,859
137
$3.84M 0.13%
185,174
138
$3.7M 0.12%
202,016
139
$3.69M 0.12%
219,559
140
$3.55M 0.12%
60,750
141
$3.34M 0.11%
196,803
142
$3.18M 0.1%
+97,121
143
$3.03M 0.1%
124,936
144
$3M 0.1%
49,675
+552
145
$2.98M 0.1%
+36,777
146
$2.98M 0.1%
65,586
-67,368
147
$2.93M 0.1%
50,008
148
$2.76M 0.09%
230,454
149
$2.72M 0.09%
17,049
150
$2.65M 0.09%
+4,593
4 5
6
7 8