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
$3.42B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$25.2M
3
+$24M
4
B
Barrick Mining
B
+$18.5M
5
PANW icon
Palo Alto Networks
PANW
+$17M

Top Sells

1
+$116M
2
+$48.9M
3
+$36.3M
4
STT icon
State Street
STT
+$19.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.7M

Sector Composition

1 Financials 23.14%
2 Consumer Discretionary 14.45%
3 Technology 14.35%
4 Industrials 12.17%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$969K 0.03%
+17,733
202
$954K 0.03%
89,149
203
$943K 0.03%
17,160
-20,774
204
$934K 0.03%
+15,105
205
$800K 0.02%
+9,377
206
$800K 0.02%
4,889
+1,889
207
$776K 0.02%
+5,532
208
$643K 0.02%
+7,580
209
$582K 0.02%
+23,291
210
$579K 0.02%
+4,266
211
$569K 0.02%
196,375
212
$549K 0.02%
+3,306
213
$471K 0.01%
34,600
-2,563
214
$440K 0.01%
+761
215
$380K 0.01%
+3,786
216
$293K 0.01%
+18,224
217
$275K 0.01%
1,425
-5,103
218
$256K 0.01%
29,026
-41,248
219
$240K 0.01%
20,580
220
$101K ﹤0.01%
+36,200
221
– –
-52,556
222
– –
-20,092
223
– –
-10,748
224
– –
-188,879
225
– –
-13,140
6 7 8
9
10