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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.2M 0.21%
331,359
+297,131
152
$14.1M 0.21%
188,333
-402,380
153
$13.9M 0.2%
344,159
154
$13.7M 0.2%
66,629
-30,977
155
$13.7M 0.2%
16,145
+585
156
$13.1M 0.19%
2,504,389
+1,288,389
157
$12.9M 0.19%
3,417,845
+37,769
158
$12.7M 0.19%
384,356
-99,170
159
$12.5M 0.18%
+230,664
160
$12.4M 0.18%
5,608,870
+998,900
161
$12.4M 0.18%
182,347
+2,109
162
$12.3M 0.18%
98,255
-27,196
163
$12.3M 0.18%
964,321
+49,361
164
$12.2M 0.18%
801,807
+144,894
165
$12.1M 0.18%
3,755,426
166
$11.1M 0.16%
63,062
-2,293
167
$10.9M 0.16%
+490,784
168
$10.9M 0.16%
107,544
-42,205
169
$10.8M 0.16%
1,034,867
-4,787
170
$10.8M 0.16%
131,941
-2,040
171
$10.8M 0.16%
85,612
-1,926
172
$10.6M 0.15%
141,349
-543
173
$10.5M 0.15%
178,156
+25,764
174
$10.5M 0.15%
+102,522
175
$10.5M 0.15%
121,443
+11,742
5 6
7
8 9