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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12M 0.12%
109,312
202
$12M 0.12%
112,531
-5,381
203
$11.9M 0.12%
99,641
-178,097
204
$11.9M 0.12%
438,877
-372,164
205
$11.9M 0.12%
123,932
-26,328
206
$11.8M 0.12%
10,314
+5,176
207
$11.7M 0.12%
224,380
-15,942
208
$11.4M 0.12%
391,380
-187,787
209
$11.4M 0.11%
169,918
-36,470
210
$11.3M 0.11%
+129,133
211
$11.3M 0.11%
173,621
-313,794
212
$11.2M 0.11%
341,767
+53,664
213
$10.9M 0.11%
+674,746
214
$10.8M 0.11%
40,764
-57,399
215
$10.4M 0.1%
792,096
216
$10.3M 0.1%
353,498
217
$10.2M 0.1%
226,631
+31,226
218
$10.2M 0.1%
23,714
+102
219
$10.2M 0.1%
299,996
220
$10.2M 0.1%
62,036
-4,671
221
$10.1M 0.1%
162,675
222
$10.1M 0.1%
214,006
+124,297
223
$9.96M 0.1%
+198,985
224
$9.89M 0.1%
73,376
+15,260
225
$9.88M 0.1%
84,339
7 8
9
10 11