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
$3.49B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$28M
3
+$26M
4
SIVB
SVB Financial Group
SIVB
+$17.5M
5
HRB icon
H&R Block
HRB
+$17.3M

Top Sells

1
+$162M
2
+$96.1M
3
+$38.4M
4
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$25M
5
BAC icon
Bank of America
BAC
+$16.8M

Sector Composition

1 Financials 24.85%
2 Consumer Discretionary 14.39%
3 Industrials 12.75%
4 Technology 12.08%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.07M 0.09%
197,154
+4,005
177
$3.04M 0.09%
86,026
+1,506
178
$3.04M 0.09%
44,873
+786
179
$2.63M 0.08%
87,873
+1,539
180
$2.56M 0.07%
+21,599
181
$2.31M 0.07%
193,514
+3,178
182
$2.29M 0.07%
165,001
+2,889
183
$2.13M 0.06%
+19,996
184
$2.13M 0.06%
34,950
+17,790
185
$1.99M 0.06%
150,748
+13,239
186
$1.98M 0.06%
32,545
+570
187
$1.9M 0.05%
31,786
+13,804
188
$1.6M 0.05%
200,180
189
$1.34M 0.04%
17,826
-8,000
190
$1.3M 0.04%
127,800
191
$1.29M 0.04%
9,303
192
$1.29M 0.04%
16,685
-32,341
193
$1.18M 0.03%
33,981
194
$1.17M 0.03%
4,345
195
$1.17M 0.03%
12,153
196
$1.15M 0.03%
+13,221
197
$1.07M 0.03%
12,555
+33
198
$1.06M 0.03%
15,105
199
$1.06M 0.03%
+22,022
200
$1.01M 0.03%
9,409
6 7
8
9 10