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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.1M 0.23%
266,548
+143,524
127
$19.8M 0.22%
+541,012
128
$19.8M 0.22%
118,400
-3,530
129
$19.6M 0.22%
4,800,963
+988,813
130
$19.5M 0.22%
528,248
+119,183
131
$19.4M 0.22%
1,101,702
-869,961
132
$19.1M 0.22%
452,990
-36,763
133
$19M 0.22%
22,668
-2,363
134
$19M 0.21%
346,555
-1,156
135
$19M 0.21%
112,130
-32,355
136
$18.9M 0.21%
389,529
-243,924
137
$18.8M 0.21%
+1,430,888
138
$18.6M 0.21%
209,976
+94,686
139
$18.5M 0.21%
250,210
-138,726
140
$18.4M 0.21%
194,754
-45,467
141
$18.4M 0.21%
215,378
-800
142
$18.4M 0.21%
502,412
-16,490
143
$18.3M 0.21%
252,797
+216,433
144
$18.3M 0.21%
+439,289
145
$18.3M 0.21%
1,184,532
+103,393
146
$18.3M 0.21%
67,822
+25,753
147
$18.2M 0.21%
130,146
-6
148
$18.1M 0.21%
1,061,110
+247,274
149
$18M 0.2%
119,541
+42,047
150
$17.7M 0.2%
2,560,826
+453,031
4 5
6
7 8