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
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202
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203
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-294,537
204
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-241,185
205
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-80,161
206
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-364,073
207
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-46,878
208
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-215,090
209
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-159,794
210
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-52,811
211
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-241,655
5 6 7 8
9