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
$3.24B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$85.6M
2
+$54.3M
3
+$47.5M
4
NKE icon
Nike
NKE
+$16.6M
5
JPM icon
JPMorgan Chase
JPM
+$13.6M

Top Sells

1
+$43.4M
2
+$30.5M
3
+$30.5M
4
GPN icon
Global Payments
GPN
+$29.6M
5
INTU icon
Intuit
INTU
+$17.9M

Sector Composition

1 Consumer Discretionary 23.93%
2 Financials 23.19%
3 Technology 11.31%
4 Industrials 10.45%
5 Materials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$762K 0.02%
6,717
+279
177
$746K 0.02%
+18,561
178
$670K 0.02%
3,306
179
$639K 0.02%
2,912
180
$555K 0.02%
2,688
181
$440K 0.01%
29,146
182
$439K 0.01%
7,390
183
$387K 0.01%
5,618
184
$331K 0.01%
4,453
+495
185
$316K 0.01%
11,768
186
$278K 0.01%
21,205
+2,499
187
$209K 0.01%
1,815
-12,571
188
$60K ﹤0.01%
+12,606
189
$42K ﹤0.01%
36,200
190
– –
-55,567
191
– –
-390,319
192
– –
-64,336
193
– –
-4,593
194
– –
-1,035
195
– –
-14,250
196
– –
-649,561
197
– –
-49,675
198
– –
-159,306
199
– –
-50,008
200
– –
-36,039
5 6 7
8
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