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
$3.06B
AUM Growth
-$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$19.2M
3
+$19.1M
4
HOG icon
Harley-Davidson
HOG
+$17.4M
5
RL icon
Ralph Lauren
RL
+$13.7M

Top Sells

1
+$53.6M
2
+$32.1M
3
+$31M
4
WU icon
Western Union
WU
+$30.1M
5
WP
Worldpay, Inc.
WP
+$26.7M

Sector Composition

1 Consumer Discretionary 20.66%
2 Financials 20.17%
3 Technology 14.68%
4 Industrials 12.6%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-19,381
202
– –
-65,931
203
– –
-475,457
204
– –
-134,548
205
– –
-222,534
206
– –
-9,800
207
– –
-172,774
208
– –
-294,537
209
– –
-80,161
210
– –
-364,073
211
– –
-46,878
5 6 7 8
9