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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.99M 0.14%
+71,169
177
$9.93M 0.14%
+116,381
178
$9.93M 0.14%
188,619
+6,315
179
$9.77M 0.13%
+364,700
180
$9.63M 0.13%
158,278
-332,232
181
$9.45M 0.13%
149,549
-27,531
182
$9.44M 0.13%
121,553
-19,796
183
$9.42M 0.13%
169,868
+92,346
184
$9.15M 0.13%
+393,659
185
$9.1M 0.13%
+254,682
186
$8.98M 0.12%
179,542
-164,617
187
$8.87M 0.12%
48,306
+22,110
188
$8.86M 0.12%
346,739
+253,669
189
$8.84M 0.12%
+29,077
190
$8.78M 0.12%
+116,889
191
$8.64M 0.12%
285,253
+42,072
192
$8.5M 0.12%
412,638
-175,978
193
$8.37M 0.12%
328,214
-162,570
194
$8.19M 0.11%
448,056
195
$8.08M 0.11%
165,337
-25,635
196
$7.81M 0.11%
103,364
-401,624
197
$7.63M 0.11%
+29,887
198
$7.41M 0.1%
47,831
-15,231
199
$7.18M 0.1%
+93,195
200
$7.02M 0.1%
415,766
+18,249
6 7
8
9 10