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
$2.58B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.9M
3
+$14.4M
4
BX icon
Blackstone
BX
+$12.9M
5
AMG icon
Affiliated Managers Group
AMG
+$11.7M

Top Sells

1
+$29.8M
2
+$11.7M
3
+$11.7M
4
MET icon
MetLife
MET
+$10.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M

Sector Composition

1 Financials 25.91%
2 Technology 18.22%
3 Healthcare 11.65%
4 Industrials 10.93%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-33,329
202
– –
-59,008
203
– –
-7,514
204
– –
-201,000
205
– –
-16,900
206
– –
-27,970
207
– –
-18,107
208
– –
-150,624
5 6 7 8
9