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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1 +$52.1M
2 +$48.2M
3 +$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1 +$71M
2 +$52.9M
3 +$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$10.2M 0.15%
64,100
-110,974
177
$10.1M 0.15%
95,998
+33,201
178
$9.7M 0.14%
177,080
+305
179
$9.46M 0.14%
763,864
+190,301
180
$9.41M 0.14%
721,439
+597,107
181
$9.36M 0.14%
190,972
+83,061
182
$9.29M 0.14%
111,641
-67,559
183
$9.2M 0.13%
129,149
+74,239
184
$9.16M 0.13%
243,181
+229,270
185
$9.06M 0.13%
503,281
-289,466
186
$9.03M 0.13%
177,178
+170,200
187
$8.98M 0.13%
303,947
+219,229
188
$8.81M 0.13%
90,070
-115,986
189
$8.63M 0.13%
254,280
+11,598
190
$8.48M 0.12%
387,758
+66,449
191
$8.48M 0.12%
182,304
192
$7.49M 0.11%
+5,699
193
$7.48M 0.11%
40,597
+6,497
194
$7.47M 0.11%
62,651
+50,498
195
$7.47M 0.11%
448,056
+6,931
196
$7.3M 0.11%
646,940
+280,637
197
$7.17M 0.1%
281,024
198
$7M 0.1%
254,159
+4,308
199
$6.88M 0.1%
61,315
+49,093
200
$6.77M 0.1%
920,697
+763,095