JAM
Jupiter Asset Management Portfolio holdings
AUM
$12B
1-Year Return
24.68%
This Quarter Return
+4.29%
1 Year Return
+24.68%
3 Year Return
+84.22%
5 Year Return
+156.46%
10 Year Return
+400.84%
AUM
$2.68B
AUM Growth
+$30.1M
(+1.1%)
Cap. Flow
-$280M
Cap. Flow
% of AUM
-10.47%
Top 10 Holdings %
Top 10 Hldgs %
33.46%
Holding
224
New
16
Increased
39
Reduced
95
Closed
14
Top Buys
| 1 |
Citigroup
C
|
$21.5M |
| 2 |
JPMorgan Chase
JPM
|
$19.7M |
| 3 |
Wells Fargo
WFC
|
$18.5M |
| 4 |
Citizens Financial Group
CFG
|
$18.2M |
| 5 |
Morgan Stanley
MS
|
$15.1M |
Top Sells
| 1 |
Royal Caribbean
RCL
|
$34.9M |
| 2 |
MSCI
MSCI
|
$12.7M |
| 3 |
UNIT
Uniti Group
UNIT
|
$12.3M |
| 4 |
Markel Group
MKL
|
$11.1M |
| 5 |
American Tower
AMT
|
$8.86M |
Sector Composition
| 1 | Technology | 18.21% |
| 2 | Financials | 18.13% |
| 3 | Industrials | 13.7% |
| 4 | Consumer Discretionary | 10.64% |
| 5 | Communication Services | 9.3% |
