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
$2.74B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$11.5M
4
ETFC
E*Trade Financial Corporation
ETFC
+$8.79M
5
HDB icon
HDFC Bank
HDB
+$6.96M

Top Sells

1
+$26.9M
2
+$19.7M
3
+$13.9M
4
VZ icon
Verizon
VZ
+$13.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 19.43%
2 Financials 16.83%
3 Industrials 13.51%
4 Consumer Discretionary 10.2%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.62M 0.1%
+50,811
177
$2.46M 0.09%
616,441
-275
178
$2.46M 0.09%
10,700
-32,400
179
$2.32M 0.08%
187,303
-35,322
180
$2.27M 0.08%
+18,693
181
$2.05M 0.07%
25,000
182
$2.03M 0.07%
780,020
-70,743
183
$1.99M 0.07%
66,308
+300
184
$1.89M 0.07%
121,540
+43,817
185
$1.78M 0.07%
15,000
-14,311
186
$1.66M 0.06%
+12,050
187
$1.63M 0.06%
25,826
188
$1.54M 0.06%
139,296
189
$1.21M 0.04%
30,200
-10,300
190
$1.14M 0.04%
135,443
191
$1.13M 0.04%
77,500
-2,000
192
$1.06M 0.04%
55,300
-51,512
193
$1.01M 0.04%
91,513
+9,600
194
$664K 0.02%
240,757
195
$449K 0.02%
54,915
-16,595
196
$386K 0.01%
32,100
-23,100
197
– –
-35,790
198
– –
-31,586
199
– –
-129,345
200
– –
-76,700
5 6 7
8
9