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
$2.58B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.9M
3
+$14.4M
4
BX icon
Blackstone
BX
+$12.9M
5
AMG icon
Affiliated Managers Group
AMG
+$11.7M

Top Sells

1
+$29.8M
2
+$11.7M
3
+$11.7M
4
MET icon
MetLife
MET
+$10.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M

Sector Composition

1 Financials 25.91%
2 Technology 18.22%
3 Healthcare 11.65%
4 Industrials 10.93%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.32M 0.09%
31,271
-13,873
152
$2.31M 0.09%
+46,709
153
$2.2M 0.09%
+120,000
154
$1.95M 0.08%
99,185
-255,950
155
$1.87M 0.07%
69,348
-13,824
156
$1.78M 0.07%
+50,000
157
$1.7M 0.07%
86,836
-1,724
158
$1.61M 0.06%
92,229
159
$1.55M 0.06%
42,680
160
$1.55M 0.06%
40,000
161
$1.52M 0.06%
+11,865
162
$1.5M 0.06%
+159,869
163
$1.43M 0.06%
27,000
+1,000
164
$1.4M 0.05%
25,000
165
$1.38M 0.05%
77,723
+13,611
166
$1.3M 0.05%
31,451
-20,823
167
$1.29M 0.05%
30,390
-1,238
168
$889K 0.03%
18,380
169
$859K 0.03%
10,979
-59,021
170
$852K 0.03%
3,370
-250
171
$831K 0.03%
+113,000
172
$819K 0.03%
24,871
-103,427
173
$783K 0.03%
20,160
174
$758K 0.03%
14,250
+1,750
175
$714K 0.03%
+40,290
5 6
7
8 9