JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.5M 0.22%
8,624,551
+866,794
127
$21.4M 0.22%
1,140,202
+1,045,855
128
$21.4M 0.22%
87,681
-34,443
129
$21.2M 0.22%
216,178
130
$20.8M 0.21%
179,479
+159,100
131
$20.8M 0.21%
188,817
132
$20.2M 0.21%
+669,872
133
$20.2M 0.21%
347,711
134
$20.1M 0.21%
121,930
+49,737
135
$20.1M 0.21%
245,474
136
$19.9M 0.21%
1,547,452
+1,111,923
137
$19.8M 0.2%
3,586,548
138
$19.8M 0.2%
83,627
+9,649
139
$19.8M 0.2%
368,000
+182,297
140
$19.7M 0.2%
217,280
+19,892
141
$19.4M 0.2%
+615,942
142
$19.3M 0.2%
232,462
-80,829
143
$19.1M 0.2%
130,892
144
$19M 0.2%
+711,747
145
$19M 0.2%
1,081,139
146
$18.5M 0.19%
13,344
-8,623
147
$18.4M 0.19%
117,248
+114,096
148
$18.4M 0.19%
61,599
-31,896
149
$18.1M 0.19%
+153,264
150
$18.1M 0.19%
355,389
-7,159
4 5
6
7 8