JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.2M 0.11%
2,253,808
+575,857
202
$10.2M 0.1%
+505,579
203
$10M 0.1%
485,211
+215,702
204
$10M 0.1%
42,069
+18,728
205
$9.97M 0.1%
142,045
-700,380
206
$9.88M 0.1%
+236,100
207
$9.88M 0.1%
491,559
-299,456
208
$9.72M 0.1%
190,570
-117,892
209
$9.63M 0.1%
155,399
+50,836
210
$9.61M 0.1%
+123,024
211
$9.61M 0.1%
+60,092
212
$9.36M 0.1%
+46,413
213
$9.2M 0.09%
+115,290
214
$8.96M 0.09%
87,010
215
$8.73M 0.09%
+372,798
216
$8.69M 0.09%
+199,768
217
$8.67M 0.09%
40,780
-97,320
218
$8.57M 0.09%
577,346
-405,884
219
$8.55M 0.09%
179,234
+139,495
220
$8.52M 0.09%
34,243
-68,673
221
$8.48M 0.09%
23,438
-18
222
$8.44M 0.09%
105,000
223
$8.44M 0.09%
69,073
-119,491
224
$8.38M 0.09%
218,847
-303,703
225
$8.21M 0.08%
799,000
+199,000
7 8
9
10 11