JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$103M
3
+$103M
4
JNJ icon
Johnson & Johnson
JNJ
+$93.6M
5
WAT icon
Waters Corp
WAT
+$74.5M

Top Sells

1
+$111M
2
+$102M
3
+$95.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$90.9M
5
GM icon
General Motors
GM
+$86.9M

Sector Composition

1 Technology 29.89%
2 Financials 12.66%
3 Communication Services 10.72%
4 Healthcare 9.92%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$24.3M 0.2%
855,518
-488,577
152
$23.6M 0.2%
612,493
-141,790
153
$23.5M 0.2%
150,533
154
$23.5M 0.2%
507,613
+294,084
155
$22.6M 0.19%
107,769
-35,775
156
$22.4M 0.19%
405,644
+237,581
157
$22.2M 0.19%
277,149
+198,096
158
$22M 0.18%
7,468,218
159
$21.7M 0.18%
+988,538
160
$21.1M 0.18%
1,082,371
161
$21.1M 0.18%
341,881
+38,145
162
$20.8M 0.17%
+266,611
163
$20.1M 0.17%
35,506
-716
164
$20.1M 0.17%
417,080
-8,031
165
$19.9M 0.17%
3,266,376
-4,122,773
166
$19.9M 0.17%
1,337,048
-58,820
167
$19.8M 0.17%
143,779
-2,893
168
$19.7M 0.16%
233,124
-30,701
169
$19.7M 0.16%
265,064
-597,973
170
$19.7M 0.16%
171,633
-3,300
171
$19.3M 0.16%
+611,849
172
$18.6M 0.16%
2,077,966
-71,003
173
$18.4M 0.15%
81,204
-1,574
174
$18.1M 0.15%
869,193
-156,502
175
$17.5M 0.15%
+260,589
5 6
7
8 9