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
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$25.1M
3
+$17.8M
4
BAC icon
Bank of America
BAC
+$8.97M
5
WFC icon
Wells Fargo
WFC
+$8.89M

Top Sells

1
+$33.7M
2
+$15.9M
3
+$15.1M
4
AXP icon
American Express
AXP
+$14.6M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.13M 0.1%
130,293
-1,000
177
$3.12M 0.1%
54,000
-6,000
178
$3.08M 0.1%
512,826
-2,600
179
$3.04M 0.1%
42,220
180
$3.03M 0.1%
56,147
+700
181
$2.9M 0.1%
70,950
+100
182
$2.76M 0.09%
364,800
+96,800
183
$2.61M 0.09%
17,000
+2,500
184
$2.54M 0.08%
25,000
-5,000
185
$2.53M 0.08%
31,271
186
$2.5M 0.08%
98,140
-131,100
187
$2.28M 0.08%
82,000
-16,000
188
$2.25M 0.08%
+40,000
189
$2.23M 0.07%
53,200
-76,787
190
$2.22M 0.07%
+183,200
191
$2.13M 0.07%
90,148
-3,200
192
$2.08M 0.07%
182,270
+141,790
193
$1.96M 0.07%
44,900
+12,600
194
$1.94M 0.06%
110,000
-28,405
195
$1.94M 0.06%
296,100
+57,000
196
$1.86M 0.06%
17,320
+5,600
197
$1.85M 0.06%
58,300
+4,500
198
$1.75M 0.06%
50,000
-109,336
199
$1.67M 0.06%
40,100
-10,700
200
$1.65M 0.06%
149,500
+70,500
6 7
8
9 10