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
$3.07B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.5M
3
+$20.4M
4
JD icon
JD.com
JD
+$19.2M
5
MCO icon
Moody's
MCO
+$19.1M

Top Sells

1
+$35.1M
2
+$33.7M
3
+$32.3M
4
JPM icon
JPMorgan Chase
JPM
+$29.1M
5
ICE icon
Intercontinental Exchange
ICE
+$26.1M

Sector Composition

1 Financials 22.19%
2 Consumer Discretionary 17.81%
3 Industrials 13.64%
4 Technology 13.02%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$595K 0.02%
+19,697
202
$590K 0.02%
+2,802
203
$580K 0.02%
3,306
204
$579K 0.02%
+1,918
205
$521K 0.02%
+37,336
206
$511K 0.02%
+17,010
207
$511K 0.02%
+11,080
208
$506K 0.02%
10,468
-151,105
209
$503K 0.02%
29,146
-2,042
210
$496K 0.02%
2,722
+1,232
211
$409K 0.01%
2,948
212
$401K 0.01%
6,316
-2,467
213
$385K 0.01%
5,618
-53,006
214
$385K 0.01%
+23,484
215
$337K 0.01%
+7,390
216
$290K 0.01%
10,747
217
$229K 0.01%
30,350
218
$215K 0.01%
+10,000
219
$213K 0.01%
3,958
-118,060
220
$123K ﹤0.01%
36,200
221
– –
-818,012
222
– –
-218,622
223
– –
-134,911
224
– –
0
225
– –
-47,565
7 8
9
10 11