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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
American Tower
AMT
+$8.86M

Sector Composition

1 Technology 18.21%
2 Financials 18.13%
3 Industrials 13.7%
4 Consumer Discretionary 10.64%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.75M 0.14%
35,633
+5,633
152
$3.65M 0.14%
271,000
-779
153
$3.6M 0.13%
105,779
-17,700
154
$3.58M 0.13%
54,020
155
$3.56M 0.13%
160,617
-467
156
$3.55M 0.13%
38,786
157
$3.53M 0.13%
222,625
-54,250
158
$3.49M 0.13%
56,059
159
$3.46M 0.13%
466,054
-1,307
160
$3.38M 0.13%
480,125
161
$3.38M 0.13%
113,855
162
$3.34M 0.12%
+100,828
163
$3.27M 0.12%
38,956
164
$3.27M 0.12%
+29,311
165
$3.19M 0.12%
95,863
-102,857
166
$3.18M 0.12%
205,000
167
$2.9M 0.11%
70,554
-107,830
168
$2.67M 0.1%
616,716
169
$2.6M 0.1%
850,763
-2,138
170
$2.54M 0.1%
35,790
+15,069
171
$2.51M 0.09%
103,604
172
$2.46M 0.09%
+205,000
173
$2.26M 0.08%
25,000
+5,000
174
$2.16M 0.08%
66,008
-128,741
175
$2.05M 0.08%
19,050
-58,050
5 6
7
8 9