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
$10.4B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$91.1M
3
+$86.9M
4
CRH icon
CRH
CRH
+$83.9M
5
MRK icon
Merck
MRK
+$83.7M

Top Sells

1
+$90.4M
2
+$82.4M
3
+$75M
4
PNC icon
PNC Financial Services
PNC
+$69.9M
5
UBER icon
Uber
UBER
+$68.9M

Sector Composition

1 Technology 23.2%
2 Financials 11.93%
3 Healthcare 10.77%
4 Industrials 9.72%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.4M 0.2%
36,222
-62
152
$21.3M 0.2%
721,353
+582,429
153
$21.2M 0.2%
297,990
-173,562
154
$20.9M 0.2%
146,672
-251
155
$20.9M 0.2%
+263,825
156
$20.8M 0.2%
+480,540
157
$20.7M 0.2%
622,620
+1,946
158
$20.6M 0.2%
61,058
-3,288
159
$20.4M 0.2%
531,375
+112,266
160
$20.3M 0.2%
510,001
-130,338
161
$20.3M 0.19%
+303,736
162
$19.9M 0.19%
1,025,695
-9,800
163
$19.9M 0.19%
401,042
+289,091
164
$19.7M 0.19%
+723,753
165
$19.7M 0.19%
1,039,405
-1,129,253
166
$19.2M 0.18%
196,444
+64,883
167
$19M 0.18%
174,933
-4,652
168
$18.7M 0.18%
1,082,371
-67,323
169
$18.3M 0.17%
73,620
+2,081
170
$18M 0.17%
430,205
+1,461
171
$18M 0.17%
592,864
+44,627
172
$17.9M 0.17%
32,703
-10,718
173
$17.4M 0.17%
21,059
-122
174
$17.2M 0.16%
1,636,779
+262,315
175
$17.2M 0.16%
70,382
-235
5 6
7
8 9