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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.3M 0.14%
112,192
-191,169
177
$13.3M 0.14%
+143,437
178
$13.2M 0.14%
658,200
-2,869,800
179
$13.1M 0.13%
92,436
180
$13M 0.13%
1,485,349
+1,431,069
181
$12.9M 0.13%
+24,275
182
$12.8M 0.13%
300,774
183
$12.4M 0.13%
+503,045
184
$12.4M 0.13%
197,027
-30,535
185
$12.4M 0.13%
+241,600
186
$12.3M 0.13%
+205,765
187
$12.2M 0.13%
289,350
+66,356
188
$12.2M 0.13%
+2,561,071
189
$11.9M 0.12%
+196,900
190
$11.6M 0.12%
154,163
+90,758
191
$11.6M 0.12%
151,588
+2,145
192
$11.5M 0.12%
+55,379
193
$11.5M 0.12%
77,494
-25,485
194
$11.1M 0.11%
+163,911
195
$10.9M 0.11%
116,699
196
$10.8M 0.11%
420,277
-95,087
197
$10.7M 0.11%
169,130
+6,455
198
$10.5M 0.11%
+41,066
199
$10.4M 0.11%
89,164
+22,674
200
$10.3M 0.11%
62,368
-41,248
6 7
8
9 10