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
$3.24B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$85.6M
2
+$54.3M
3
+$47.5M
4
NKE icon
Nike
NKE
+$16.6M
5
JPM icon
JPMorgan Chase
JPM
+$13.6M

Top Sells

1
+$43.4M
2
+$30.5M
3
+$30.5M
4
GPN icon
Global Payments
GPN
+$29.6M
5
INTU icon
Intuit
INTU
+$17.9M

Sector Composition

1 Consumer Discretionary 23.93%
2 Financials 23.19%
3 Technology 11.31%
4 Industrials 10.45%
5 Materials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.14M 0.1%
196,803
152
$2.97M 0.09%
13,614
-9,215
153
$2.95M 0.09%
293,000
+127,000
154
$2.92M 0.09%
151,930
+10,000
155
$2.75M 0.08%
49,107
-16,479
156
$2.57M 0.08%
230,454
157
$2.16M 0.07%
+10,355
158
$1.93M 0.06%
190,350
+160,000
159
$1.63M 0.05%
13,405
-1,465
160
$1.61M 0.05%
11,809
+23
161
$1.4M 0.04%
23,440
-19,050
162
$1.29M 0.04%
15,133
+28
163
$1.25M 0.04%
13,234
+13
164
$1.22M 0.04%
38,000
165
$1.15M 0.04%
9,377
166
$1.07M 0.03%
5,538
+6
167
$1.06M 0.03%
5,024
-53,232
168
$1.02M 0.03%
9,454
-62,174
169
$973K 0.03%
2,951
170
$946K 0.03%
10,240
-120
171
$871K 0.03%
6,795
-757
172
$830K 0.03%
4,266
173
$825K 0.03%
5,503
174
$824K 0.03%
5,659
175
$798K 0.02%
1,006
5 6
7
8 9