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
$10.4B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$91.1M
3
+$86.9M
4
CRH icon
CRH
CRH
+$83.9M
5
MRK icon
Merck
MRK
+$83.7M

Top Sells

1
+$90.4M
2
+$82.4M
3
+$75M
4
PNC icon
PNC Financial Services
PNC
+$69.9M
5
UBER icon
Uber
UBER
+$68.9M

Sector Composition

1 Technology 23.2%
2 Financials 11.93%
3 Healthcare 10.77%
4 Industrials 9.72%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.9M 0.26%
136,482
-3,812
127
$26.3M 0.25%
2,564,623
+872,733
128
$26M 0.25%
143,544
-123,502
129
$26M 0.25%
+70,491
130
$25.9M 0.25%
425,111
-53,813
131
$25.8M 0.25%
215,648
+1,374
132
$25.3M 0.24%
506,168
+158,557
133
$25.1M 0.24%
+62,785
134
$24.6M 0.24%
174,593
-20,543
135
$24.2M 0.23%
76,568
-2,025
136
$23.8M 0.23%
4,279,308
-1,660,098
137
$23.7M 0.23%
767,629
+722
138
$23.6M 0.23%
359,710
-51,657
139
$23.4M 0.22%
993,475
-400,724
140
$23M 0.22%
754,283
+125,574
141
$22.7M 0.22%
428,942
+377,993
142
$22.6M 0.22%
108,010
-168,659
143
$22.4M 0.22%
109,998
-3,047
144
$22.4M 0.21%
+226,829
145
$22.3M 0.21%
150,533
+4,609
146
$22.3M 0.21%
+1,102,098
147
$21.8M 0.21%
+316,120
148
$21.8M 0.21%
141,095
+64,038
149
$21.5M 0.21%
394,542
+47,045
150
$21.5M 0.21%
129,981
4 5
6
7 8