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
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$25.1M
3
+$17.8M
4
BAC icon
Bank of America
BAC
+$8.97M
5
WFC icon
Wells Fargo
WFC
+$8.89M

Top Sells

1
+$33.7M
2
+$15.9M
3
+$15.1M
4
AXP icon
American Express
AXP
+$14.6M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.03M 0.17%
112,980
-13,950
152
$5M 0.17%
11,946
-2,100
153
$4.95M 0.17%
157,740
+2,040
154
$4.79M 0.16%
135,088
-800
155
$4.78M 0.16%
396,225
+300
156
$4.65M 0.16%
+286,600
157
$4.54M 0.15%
+570,100
158
$4.43M 0.15%
402,699
+5,200
159
$4.31M 0.14%
212,804
-177,750
160
$4.28M 0.14%
50,000
-134,861
161
$4.28M 0.14%
221,156
-1,100
162
$4.25M 0.14%
55,392
+720
163
$4.13M 0.14%
212,000
+15,002
164
$4.12M 0.14%
159,721
-26,500
165
$4.11M 0.14%
1,003,819
+12,800
166
$4.07M 0.14%
+69,000
167
$4.06M 0.14%
290,000
+43,800
168
$3.95M 0.13%
135,408
+1,800
169
$3.92M 0.13%
+70,000
170
$3.79M 0.13%
36,813
+470
171
$3.73M 0.12%
970,133
-2,900
172
$3.7M 0.12%
80,545
-400
173
$3.66M 0.12%
534,766
174
$3.65M 0.12%
+259,800
175
$3.15M 0.11%
236,100
-258,362
5 6
7
8 9