JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$103M
3 +$103M
4
JNJ icon
Johnson & Johnson
JNJ
+$93.6M
5
WAT icon
Waters Corp
WAT
+$74.5M

Top Sells

1 +$111M
2 +$102M
3 +$95.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$90.9M
5
GM icon
General Motors
GM
+$86.9M

Sector Composition

1 Technology 29.89%
2 Financials 12.66%
3 Communication Services 10.72%
4 Healthcare 9.92%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$30.1M 0.25%
+300,830
127
$29.8M 0.25%
318,666
+241,699
128
$29.8M 0.25%
1,908,299
+1,389,645
129
$29.6M 0.25%
293,170
-37,610
130
$29.5M 0.25%
518,595
+89,653
131
$29.3M 0.24%
126,598
-9,884
132
$29.1M 0.24%
+83,027
133
$29M 0.24%
+159,410
134
$28.9M 0.24%
339,642
+41,652
135
$28.2M 0.24%
114,525
-26,431
136
$27.4M 0.23%
211,597
-4,051
137
$27.3M 0.23%
94,706
+29,095
138
$26.8M 0.22%
352,837
-6,873
139
$26.7M 0.22%
1,869,942
+233,163
140
$26.5M 0.22%
107,923
-2,075
141
$26.5M 0.22%
141,985
-19,884
142
$26.4M 0.22%
75,122
-1,446
143
$26.3M 0.22%
360,466
+244,998
144
$26.1M 0.22%
334,216
+159,204
145
$25.8M 0.22%
753,173
+548,586
146
$25.7M 0.21%
1,616,139
147
$25.6M 0.21%
158,018
+28,037
148
$25.6M 0.21%
748,507
-19,122
149
$24.7M 0.21%
361,999
-59,964
150
$24.5M 0.2%
+2,534,300