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
$2.99B
AUM Growth
+$702M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$31.1M
3
+$28M
4
HRB icon
H&R Block
HRB
+$18.8M
5
APH icon
Amphenol
APH
+$18.1M

Top Sells

1
+$25.1M
2
+$19M
3
+$16.6M
4
FISV
Fiserv Inc
FISV
+$14.1M
5
MELI icon
Mercado Libre
MELI
+$13.9M

Sector Composition

1 Consumer Discretionary 23.12%
2 Financials 17.72%
3 Technology 16.46%
4 Materials 9.75%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.12M 0.14%
32,418
+24,353
127
$4.11M 0.14%
+46,470
128
$4.05M 0.14%
87,010
129
$3.96M 0.13%
77,588
-87,481
130
$3.9M 0.13%
93,517
-103,118
131
$3.9M 0.13%
+29,146
132
$3.88M 0.13%
45,810
133
$3.88M 0.13%
+146,582
134
$3.77M 0.13%
9,311
+4,442
135
$3.68M 0.12%
60,750
136
$3.67M 0.12%
142,773
137
$3.61M 0.12%
25,738
-33,337
138
$3.58M 0.12%
+21,691
139
$3.5M 0.12%
3,789
+700
140
$3.49M 0.12%
+20,017
141
$3.49M 0.12%
82,508
142
$3.46M 0.12%
+78,709
143
$3.46M 0.12%
324,500
144
$3.46M 0.12%
+49,738
145
$3.42M 0.11%
158,194
146
$3.41M 0.11%
+48,234
147
$3.4M 0.11%
+95,000
148
$3.35M 0.11%
+18,629
149
$3.35M 0.11%
+20,023
150
$3.32M 0.11%
+19,300
4 5
6
7 8