JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.28B
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$20.4M
3
+$14.9M
4
STT icon
State Street
STT
+$9.42M
5
ETFC
E*Trade Financial Corporation
ETFC
+$9.29M

Top Sells

1
+$91.5M
2
+$60.4M
3
+$49.1M
4
HPQ icon
HP
HPQ
+$31.5M
5
WFC icon
Wells Fargo
WFC
+$18.7M

Sector Composition

1 Financials 21.96%
2 Technology 16.57%
3 Consumer Discretionary 14.76%
4 Industrials 12.93%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.18M 0.07%
25,301
-3,650
177
$2.17M 0.07%
37,934
+17,122
178
$2.08M 0.06%
25,815
+17,179
179
$2.07M 0.06%
31,975
-5,914
180
$2.01M 0.06%
25,826
181
$1.93M 0.06%
20,092
-7,616
182
$1.9M 0.06%
137,300
-3,700
183
$1.84M 0.06%
+71,843
184
$1.8M 0.05%
253,324
-226,501
185
$1.76M 0.05%
150,435
-169,868
186
$1.65M 0.05%
44,817
-1,000
187
$1.6M 0.05%
+22,013
188
$1.53M 0.05%
+37,770
189
$1.41M 0.04%
6,528
-5,260
190
$1.36M 0.04%
9,303
191
$1.36M 0.04%
67,300
192
$1M 0.03%
+18,724
193
$974K 0.03%
+6,219
194
$890K 0.03%
89,149
-16,491
195
$857K 0.03%
33,981
196
$800K 0.02%
70,274
-242,767
197
$766K 0.02%
+10,748
198
$704K 0.02%
+1,976
199
$566K 0.02%
37,163
+10,863
200
$542K 0.02%
196,375
-36,325
5 6 7
8
9