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
$3.24B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$87.5M
2 +$50.3M
3 +$43.9M
4
NKE icon
Nike
NKE
+$15.4M
5
JPM icon
JPMorgan Chase
JPM
+$12.5M

Top Sells

1 +$42.1M
2 +$31.2M
3 +$27.9M
4
RL icon
Ralph Lauren
RL
+$27.5M
5
INTU icon
Intuit
INTU
+$17.9M

Sector Composition

1 Consumer Discretionary 23.93%
2 Financials 23.19%
3 Technology 11.31%
4 Industrials 10.45%
5 Materials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-49,675
202
-159,306
203
-50,008
204
-36,039
205
-53,275
206
-4,100
207
-6,834
208
-36,280
209
-20,742
210
-71,830