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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.6M 0.2%
362,688
-133,608
152
$14.1M 0.2%
+294,765
153
$14.1M 0.19%
641,934
+370,647
154
$13.6M 0.19%
444,765
+415,899
155
$13.5M 0.19%
118,535
+22,537
156
$13.5M 0.19%
1,041,938
-142,594
157
$13.4M 0.18%
+170,873
158
$13.3M 0.18%
380,633
-93,510
159
$13.1M 0.18%
371,492
+117,212
160
$13M 0.18%
157,727
-511,464
161
$13M 0.18%
176,325
+165,100
162
$12.9M 0.18%
575,545
+374,469
163
$12.8M 0.18%
1,218,779
+183,912
164
$12.5M 0.17%
119,008
-218,927
165
$11.9M 0.16%
140,168
+18,725
166
$11.6M 0.16%
100,180
+56,656
167
$11.4M 0.16%
86,821
-11,434
168
$11.2M 0.15%
86,103
+491
169
$11.2M 0.15%
85,885
-43,838
170
$11.1M 0.15%
+193,090
171
$11M 0.15%
77,359
+13,259
172
$11M 0.15%
97,135
-10,409
173
$10.9M 0.15%
112,228
-126,654
174
$10.7M 0.15%
4,017
-17,988
175
$10.6M 0.15%
+55,249
5 6
7
8 9