JAM
Jupiter Asset Management Portfolio holdings
AUM
$12B
This Quarter Return
-11.3%
1 Year Return
+24.68%
3 Year Return
+84.22%
5 Year Return
+156.46%
10 Year Return
+400.84%
AUM
$2.85B
AUM Growth
+$2.85B
(-18%)
Cap. Flow
-$120M
Cap. Flow
% of AUM
-4.2%
Top 10 Holdings %
Top 10 Hldgs %
32.09%
Holding
272
New
28
Increased
56
Reduced
74
Closed
39
Top Buys
| 1 |
Harley-Davidson
HOG
|
$70.6M |
| 2 |
Western Union
WU
|
$20.9M |
| 3 |
Ferrari
RACE
|
$16.8M |
| 4 |
PepsiCo
PEP
|
$16.4M |
| 5 |
Lockheed Martin
LMT
|
$15.5M |
Top Sells
| 1 |
Omnicom Group
OMC
|
$43.1M |
| 2 |
Ralph Lauren
RL
|
$36.8M |
| 3 |
Palo Alto Networks
PANW
|
$27.1M |
| 4 |
MSCI
MSCI
|
$24.1M |
| 5 |
SS&C Technologies
SSNC
|
$23.9M |
Sector Composition
| 1 | Financials | 28.09% |
| 2 | Consumer Discretionary | 16.07% |
| 3 | Industrials | 11.63% |
| 4 | Technology | 9.51% |
| 5 | Healthcare | 7.08% |
