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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.7M 0.18%
518,902
-962,978
152
$17.7M 0.18%
250,258
-1,110,508
153
$17.6M 0.18%
130,152
+45,392
154
$17.5M 0.18%
186,821
-271,113
155
$17.5M 0.18%
37,153
+13,191
156
$17.4M 0.18%
+240,221
157
$17.2M 0.18%
89,813
-213,345
158
$17.2M 0.18%
70,015
+61,768
159
$17M 0.17%
436,462
+99,599
160
$16.9M 0.17%
2,107,795
161
$16.8M 0.17%
791,461
-38,185
162
$16.8M 0.17%
118,694
+46,674
163
$16.6M 0.17%
121,432
-296,309
164
$16.4M 0.17%
409,065
+192,810
165
$16.2M 0.17%
+271,420
166
$15.2M 0.16%
628,990
+44,182
167
$15.2M 0.16%
320,872
+152,949
168
$15.1M 0.16%
813,836
-1,638,838
169
$14.7M 0.15%
979,146
+894,353
170
$14.7M 0.15%
+618,044
171
$14.5M 0.15%
265,045
+222,217
172
$14.1M 0.15%
121,517
-748,225
173
$14.1M 0.14%
+123,441
174
$13.6M 0.14%
101,097
+83,330
175
$13.4M 0.14%
65,135
+58,942
5 6
7
8 9