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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.83M 0.07%
25,826
-3,600
177
$1.77M 0.07%
106,812
+14,109
178
$1.52M 0.06%
40,500
-2,100
179
$1.32M 0.05%
+48,983
180
$1.31M 0.05%
135,443
-3,446
181
$1.29M 0.05%
+77,723
182
$1.27M 0.05%
139,296
-17,900
183
$1.12M 0.04%
44,000
-484,000
184
$1.12M 0.04%
31,586
-41,414
185
$1.08M 0.04%
79,500
+3,000
186
$858K 0.03%
81,913
+16,913
187
$685K 0.03%
+27,926
188
$677K 0.03%
240,757
189
$623K 0.02%
55,200
+9,600
190
$617K 0.02%
71,510
191
$387K 0.01%
76,700
192
– –
-78,202
193
– –
-133,894
194
– –
-18,182
195
– –
-10,260
196
– –
-110,998
197
– –
-188,400
198
– –
-380,800
199
– –
-16,800
200
– –
-23,571
5 6 7
8
9