JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.47B
AUM Growth
-$640M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$49.1M
3
+$47.8M
4
PG icon
Procter & Gamble
PG
+$41.4M
5
DAL icon
Delta Air Lines
DAL
+$38.9M

Top Sells

1
+$291M
2
+$41.3M
3
+$33.4M
4
RHI icon
Robert Half
RHI
+$32.7M
5
PSA icon
Public Storage
PSA
+$28.7M

Sector Composition

1 Technology 25.2%
2 Financials 12.72%
3 Healthcare 12.45%
4 Consumer Discretionary 11.71%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.7M 0.2%
141,697
+98,188
152
$12.5M 0.19%
160,560
-332,126
153
$12.4M 0.19%
+724,142
154
$12.4M 0.19%
38,382
+20,701
155
$12.3M 0.19%
+539,289
156
$12.2M 0.19%
40,302
-10,925
157
$12M 0.19%
+3,512,687
158
$12M 0.19%
+389,778
159
$11.7M 0.18%
477,121
-404,958
160
$11.7M 0.18%
80,834
-3,369
161
$11.5M 0.18%
46,745
+3,705
162
$11.5M 0.18%
41,358
-12,737
163
$11.4M 0.18%
85,837
-1,544
164
$11.4M 0.18%
136,983
-185,330
165
$11.4M 0.18%
3,755,426
+210,064
166
$11.2M 0.17%
59,986
-12,521
167
$11.1M 0.17%
1,306,928
-1,208,836
168
$11M 0.17%
+78,609
169
$11M 0.17%
25,107
-609
170
$10.7M 0.17%
59,077
-17,887
171
$10.7M 0.17%
65,355
+12,233
172
$10.7M 0.16%
914,960
+810,303
173
$10.7M 0.16%
34,900
+2,250
174
$10.6M 0.16%
3,380,076
175
$10.4M 0.16%
242,250
-69,300
5 6
7
8 9