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
$3.06B
AUM Growth
-$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$19.3M
3
+$18.7M
4
HOG icon
Harley-Davidson
HOG
+$18.2M
5
RL icon
Ralph Lauren
RL
+$13.2M

Top Sells

1
+$52.6M
2
+$32.3M
3
+$31M
4
PYPL icon
PayPal
PYPL
+$30.2M
5
WP
Worldpay, Inc.
WP
+$26.7M

Sector Composition

1 Consumer Discretionary 20.66%
2 Financials 20.17%
3 Technology 14.68%
4 Industrials 12.6%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.52M 0.08%
42,490
+21,410
152
$2.48M 0.08%
53,275
-156,509
153
$2.15M 0.07%
141,930
154
$2.09M 0.07%
66,848
-11,830
155
$1.71M 0.06%
159,306
-163,805
156
$1.69M 0.06%
+166,000
157
$1.65M 0.05%
14,870
158
$1.51M 0.05%
11,786
-367
159
$1.47M 0.05%
51,584
-852,484
160
$1.43M 0.05%
6,555
-3,905
161
$1.42M 0.05%
14,386
-10,525
162
$1.17M 0.04%
9,377
163
$1.16M 0.04%
15,105
164
$1.11M 0.04%
38,000
165
$1.1M 0.04%
13,221
166
$1.09M 0.04%
5,532
167
$976K 0.03%
7,552
+757
168
$899K 0.03%
10,360
-29,540
169
$826K 0.03%
5,659
-9,390
170
$815K 0.03%
2,951
+169
171
$782K 0.03%
4,266
172
$762K 0.02%
5,503
173
$760K 0.02%
+13,060
174
$726K 0.02%
36,280
-99,565
175
$708K 0.02%
1,006
5 6
7
8 9