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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14M 0.14%
186,238
-20,937
177
$14M 0.14%
824,208
-137,072
178
$13.7M 0.14%
38,690
+15,822
179
$13.7M 0.14%
195,033
+115,076
180
$13.5M 0.14%
56,296
+39,684
181
$13.4M 0.13%
80,658
-1,799
182
$13.4M 0.13%
512,006
+66,852
183
$13.3M 0.13%
238,721
+102,204
184
$13.3M 0.13%
+473,490
185
$13.2M 0.13%
227,639
186
$13.1M 0.13%
300,020
+279,750
187
$13.1M 0.13%
159,803
+44,590
188
$13M 0.13%
395,850
-196,286
189
$12.9M 0.13%
97,134
+95
190
$12.8M 0.13%
26,626
+11,645
191
$12.7M 0.13%
867,926
-158,997
192
$12.7M 0.13%
53,800
+26,174
193
$12.7M 0.13%
232,665
+189,018
194
$12.6M 0.13%
361,452
-16,743
195
$12.6M 0.13%
165,742
196
$12.4M 0.12%
759,714
+58,280
197
$12.3M 0.12%
+970,539
198
$12.2M 0.12%
250,928
-150,850
199
$12.1M 0.12%
544,830
+382,010
200
$12M 0.12%
219,371
-97,519
6 7
8
9 10