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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
American Tower
AMT
+$8.86M

Sector Composition

1 Technology 18.21%
2 Financials 18.13%
3 Industrials 13.7%
4 Consumer Discretionary 10.64%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-306,600
202
– –
-48,574
203
– –
-414,287
204
– –
-30,556
205
– –
0
206
– –
-25,000
5 6 7 8
9