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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.6M 0.2%
371,000
+352,200
152
$17.6M 0.2%
151,729
+46,729
153
$17.4M 0.2%
117,164
-84
154
$16.9M 0.19%
193,625
-786,296
155
$16.8M 0.19%
47,455
+24,017
156
$16.7M 0.19%
187,478
+146,557
157
$16.6M 0.19%
66,161
+36,640
158
$16.6M 0.19%
37,156
+3
159
$16.6M 0.19%
69,104
-18,577
160
$16.4M 0.19%
26,927
+2,652
161
$16.3M 0.18%
57,575
+43,252
162
$16.2M 0.18%
729,917
-61,544
163
$16M 0.18%
313,038
-168,822
164
$15.7M 0.18%
90,782
-27,713
165
$15.7M 0.18%
91,840
-7,051
166
$15.3M 0.17%
96,889
-30,009
167
$14.9M 0.17%
121,175
-32,089
168
$14.7M 0.17%
+281,808
169
$14.4M 0.16%
323,214
+286,798
170
$14.2M 0.16%
120,534
-983
171
$13.9M 0.16%
264,385
-56,487
172
$13.8M 0.16%
200,350
+157,724
173
$13.4M 0.15%
+167,724
174
$13.3M 0.15%
110,639
-8,055
175
$13.2M 0.15%
+57,025
5 6
7
8 9