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
$2.99B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$25.1M
3
+$17.8M
4
BAC icon
Bank of America
BAC
+$8.97M
5
WFC icon
Wells Fargo
WFC
+$8.89M

Top Sells

1
+$33.7M
2
+$15.9M
3
+$15.1M
4
AXP icon
American Express
AXP
+$14.6M
5
PNC icon
PNC Financial Services
PNC
+$11.5M

Sector Composition

1 Technology 21.09%
2 Financials 19.81%
3 Industrials 11.49%
4 Healthcare 11.28%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.61M 0.05%
15,000
-61,920
202
$1.5M 0.05%
20,000
-5,000
203
$1.47M 0.05%
+28,000
204
$1.34M 0.04%
60,000
-290,000
205
$1.31M 0.04%
40,000
206
$1.22M 0.04%
104,800
-338,400
207
$1.21M 0.04%
30,390
208
$1.16M 0.04%
+13,089
209
$1.16M 0.04%
+15,300
210
$1.09M 0.04%
11,000
211
$973K 0.03%
+10,300
212
$934K 0.03%
+40,000
213
$904K 0.03%
+45,400
214
$787K 0.03%
77,690
215
$714K 0.02%
19,000
216
$687K 0.02%
12,117
-5,083
217
$671K 0.02%
203,262
218
$644K 0.02%
+17,300
219
$551K 0.02%
10,950
-3,300
220
$510K 0.02%
27,000
-8,000
221
$488K 0.02%
13,952
222
$461K 0.02%
28,521
-18,100
223
$392K 0.01%
10,795
224
$367K 0.01%
73,510
-60,000
225
$248K 0.01%
4,000
-3,500
7 8
9
10 11