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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.5M 0.23%
221,142
127
$22.4M 0.23%
58,917
+27,770
128
$22.2M 0.22%
187,110
+162,661
129
$22M 0.22%
1,061,090
+62,395
130
$22M 0.22%
935,750
+117,831
131
$21.7M 0.22%
119,358
+45,405
132
$21.5M 0.22%
6,807,757
133
$21.5M 0.22%
178,722
+170,397
134
$21.4M 0.22%
3,220,087
-421,873
135
$21.2M 0.21%
207,097
+2,244
136
$20.9M 0.21%
696,207
+94,392
137
$20.8M 0.21%
59,460
-3,433
138
$20.8M 0.21%
645,784
+100,067
139
$20.8M 0.21%
391,781
-6,986
140
$20.3M 0.2%
537,122
+452,533
141
$20.2M 0.2%
128,276
-11,924
142
$20M 0.2%
190,610
-77,097
143
$20M 0.2%
80,854
+5,010
144
$19.9M 0.2%
288,954
-23,556
145
$19.9M 0.2%
215,020
+94,350
146
$19.5M 0.2%
197,388
-43,292
147
$19.5M 0.2%
74,950
+10,942
148
$19.2M 0.19%
193,516
-47,640
149
$18.8M 0.19%
42,151
-20,167
150
$18.6M 0.19%
3,687,317
+402,030
4 5
6
7 8