JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.88B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$85.7M
2
+$52.4M
3
+$51.6M
4
C icon
Citigroup
C
+$30.2M
5
CSCO icon
Cisco
CSCO
+$23.2M

Top Sells

1
+$100M
2
+$44.8M
3
+$28.6M
4
MSFT icon
Microsoft
MSFT
+$16.4M
5
WFC icon
Wells Fargo
WFC
+$10.4M

Sector Composition

1 Technology 18.9%
2 Financials 17.84%
3 Industrials 13.28%
4 Consumer Discretionary 11.19%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-414,481
202
– –
-12,050
203
– –
-51,065
204
– –
-120,509
205
– –
-244,338
206
– –
-248,921
207
– –
-252,000
208
– –
-30,000
209
– –
-66,308
5 6 7 8
9