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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.1M 0.15%
309,715
-628,929
177
$13.1M 0.15%
80,986
+18,618
178
$12.9M 0.15%
8,624,551
179
$12.9M 0.15%
125,000
-54,479
180
$12.8M 0.15%
168,599
-531
181
$12.6M 0.14%
65,702
+25,469
182
$12.6M 0.14%
609,030
-49,170
183
$12.5M 0.14%
84,055
+23,963
184
$12.1M 0.14%
116,192
-507
185
$11.8M 0.13%
+77,016
186
$11.8M 0.13%
197,027
187
$11.4M 0.13%
151,526
-62
188
$11.4M 0.13%
299,747
-1,027
189
$11M 0.12%
433,920
-1,117,890
190
$10.9M 0.12%
96,284
+7,120
191
$10.8M 0.12%
3,322,970
+761,899
192
$10.7M 0.12%
241,484
-570,162
193
$10.6M 0.12%
62,535
+24,787
194
$10.6M 0.12%
64,332
+28,971
195
$10.5M 0.12%
30,237
-55,786
196
$10.1M 0.11%
36,201
+14,350
197
$10.1M 0.11%
+84,862
198
$9.89M 0.11%
408,539
-1,024,089
199
$9.56M 0.11%
45,820
+17,722
200
$9.53M 0.11%
290,051
-325,891
6 7
8
9 10