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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.5M 0.26%
5,228,931
+1,716,244
127
$17.5M 0.26%
345,486
+67,391
128
$17.4M 0.25%
129,723
-22,942
129
$17.3M 0.25%
1,089,972
+1,012,680
130
$17.3M 0.25%
151,904
+1,674
131
$17.3M 0.25%
+23,993
132
$17.3M 0.25%
53,990
+17,386
133
$17.3M 0.25%
2,083,980
-2,008,782
134
$17.3M 0.25%
71,555
+793
135
$16.9M 0.25%
911,681
-640,517
136
$16.9M 0.25%
216,970
-16,100
137
$16.8M 0.25%
570,990
+402,876
138
$16.7M 0.24%
496,296
-348,744
139
$16.6M 0.24%
72,116
-17,287
140
$16.2M 0.24%
+362,759
141
$16M 0.23%
278,921
-14,754
142
$15.7M 0.23%
36,244
143
$15.6M 0.23%
167,764
-107
144
$15.4M 0.23%
128,330
-1,730
145
$15.4M 0.23%
+108,720
146
$15.3M 0.22%
588,616
+386,924
147
$15.2M 0.22%
185,215
+24,655
148
$15.2M 0.22%
80,453
+29,253
149
$15M 0.22%
139,417
+39,403
150
$14.9M 0.22%
1,184,532
4 5
6
7 8