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
$3.09B
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$11.1M
3
+$10.2M
4
INFY icon
Infosys
INFY
+$9.25M
5
BLK icon
Blackrock
BLK
+$7.83M

Top Sells

1
+$30M
2
+$24.3M
3
+$12.4M
4
KR icon
Kroger
KR
+$11.8M
5
SIVB
SVB Financial Group
SIVB
+$10.1M

Sector Composition

1 Technology 22.04%
2 Financials 19.09%
3 Industrials 11.66%
4 Healthcare 10.45%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.46M 0.05%
+18,000
202
$1.42M 0.05%
+53,556
203
$1.35M 0.04%
30,390
204
$1.34M 0.04%
27,826
-79,101
205
$1.26M 0.04%
112,000
+34,310
206
$1.21M 0.04%
12,600
+2,300
207
$823K 0.03%
+17,200
208
$694K 0.02%
15,600
-1,700
209
$651K 0.02%
+149,701
210
$606K 0.02%
193,662
-9,600
211
$469K 0.02%
+49,100
212
$415K 0.01%
26,621
-1,900
213
$409K 0.01%
76,510
+3,000
214
$319K 0.01%
+5,783
215
$309K 0.01%
+11,900
216
$307K 0.01%
175,668
217
$306K 0.01%
10,795
218
– –
-20,000
219
– –
-257,400
220
– –
-35,000
221
– –
-4,000
222
– –
-49,080
223
– –
-236,100
224
– –
-60,000
225
– –
-452,012
6 7 8
9
10