JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$28M
3
+$26M
4
SIVB
SVB Financial Group
SIVB
+$17.5M
5
HRB icon
H&R Block
HRB
+$17.3M

Top Sells

1
+$162M
2
+$96.1M
3
+$38.4M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$25M
5
BAC icon
Bank of America
BAC
+$16.8M

Sector Composition

1 Financials 24.85%
2 Consumer Discretionary 14.39%
3 Industrials 12.75%
4 Technology 12.08%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.31M 0.12%
58,628
+20,708
152
$4.27M 0.12%
196,803
-15,834
153
$4.16M 0.12%
42,452
+7,984
154
$4.12M 0.12%
50,567
-22,249
155
$4.12M 0.12%
187,513
+3,874
156
$4.11M 0.12%
68,100
157
$4.03M 0.12%
179,537
-14,092
158
$4.01M 0.11%
130,121
+2,692
159
$3.99M 0.11%
158,238
+2,771
160
$3.93M 0.11%
323,111
-24,888
161
$3.77M 0.11%
162,664
+3,361
162
$3.59M 0.1%
243,167
-19,228
163
$3.56M 0.1%
230,454
164
$3.55M 0.1%
28,009
+573
165
$3.53M 0.1%
164,390
-14,690
166
$3.52M 0.1%
65,823
+7,257
167
$3.45M 0.1%
+38,874
168
$3.44M 0.1%
31,456
-2,337
169
$3.37M 0.1%
293,125
+6,056
170
$3.33M 0.1%
46,532
+815
171
$3.22M 0.09%
61,072
-727,786
172
$3.22M 0.09%
31,859
-1,002
173
$3.19M 0.09%
92,820
-193,884
174
$3.17M 0.09%
+30,467
175
$3.1M 0.09%
92,969
5 6
7
8 9