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
$2.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$85.3M
3
+$69.8M
4
JPM icon
JPMorgan Chase
JPM
+$50.5M
5
BAC icon
Bank of America
BAC
+$44.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.34%
2 Technology 17.01%
3 Healthcare 12.28%
4 Industrials 10.69%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.66M 0.07%
+6,600
152
$1.64M 0.07%
+40,305
153
$1.61M 0.07%
+28,554
154
$1.61M 0.07%
+88,644
155
$1.6M 0.07%
+38,673
156
$1.54M 0.07%
+12,484
157
$1.49M 0.07%
+24,650
158
$1.46M 0.07%
+38,569
159
$1.43M 0.06%
+25,000
160
$1.42M 0.06%
+40,000
161
$1.21M 0.05%
+65,929
162
$1.19M 0.05%
+5,370
163
$1.19M 0.05%
+56,313
164
$1.15M 0.05%
+100,180
165
$1.14M 0.05%
+66,316
166
$1.06M 0.05%
+23,974
167
$835K 0.04%
+20,160
168
$734K 0.03%
+18,380
169
$657K 0.03%
+19,000
170
$631K 0.03%
+16,900
171
$618K 0.03%
+12,000
172
$589K 0.03%
+83,000
173
$583K 0.03%
+17,500
174
$571K 0.03%
+21,000
175
$512K 0.02%
+14,460
4 5 6
7
8