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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.7M 0.27%
14,926
-1,219
127
$19.4M 0.27%
+256,619
128
$18.4M 0.25%
553,182
-318,880
129
$18.3M 0.25%
88,433
-135,928
130
$18.3M 0.25%
217,425
+85,484
131
$18M 0.25%
138,354
+77,039
132
$17.9M 0.25%
6,710,133
+1,101,263
133
$17.8M 0.25%
1,376,886
-516,810
134
$17.8M 0.25%
3,401,398
-16,447
135
$17.2M 0.24%
118,329
-109,970
136
$17.2M 0.24%
303,120
+8,371
137
$17.1M 0.24%
1,854,410
+1,207,470
138
$17M 0.23%
2,374,340
+290,360
139
$16.6M 0.23%
+62,069
140
$16.3M 0.22%
+930,699
141
$16M 0.22%
36,244
142
$15.8M 0.22%
+44,323
143
$15.8M 0.22%
+602,179
144
$15.8M 0.22%
121,520
-300,897
145
$15.6M 0.22%
58,432
+2,326
146
$15.2M 0.21%
+138,129
147
$15.2M 0.21%
2,504,389
148
$15.1M 0.21%
+340,291
149
$15M 0.21%
415,061
+311,372
150
$14.9M 0.21%
979,199
+639,700
4 5
6
7 8