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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.5M 0.19%
+647,603
152
$18.3M 0.18%
347,056
+2,547
153
$18.3M 0.18%
190,000
+2,424
154
$18.2M 0.18%
360,580
-19,899
155
$18.1M 0.18%
36,198
+26,397
156
$16.7M 0.17%
1,722,482
-287,518
157
$16.6M 0.17%
119,437
+16,137
158
$16.4M 0.17%
181,862
-12,567
159
$16.4M 0.17%
1,435,098
-1,288,560
160
$16.4M 0.16%
244,806
161
$16.3M 0.16%
215,681
-621
162
$16.3M 0.16%
66,719
+47,739
163
$16.2M 0.16%
303,330
+278,133
164
$15.9M 0.16%
130,892
+981
165
$15.9M 0.16%
340,670
-242,574
166
$15.9M 0.16%
809,661
+488,012
167
$15.8M 0.16%
110,320
+826
168
$15.6M 0.16%
250,471
-182,592
169
$15.5M 0.16%
439,115
-115,000
170
$15.4M 0.16%
286,262
-10,842
171
$15.4M 0.16%
+339,317
172
$15M 0.15%
72,176
+8,011
173
$14.8M 0.15%
93,288
+9,288
174
$14.6M 0.15%
419,335
+10,529
175
$14.3M 0.14%
1,806,206
-909,283
5 6
7
8 9