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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.45M 0.11%
+17,534
202
$9.41M 0.11%
159,572
+5,409
203
$9.37M 0.11%
81,875
+77,723
204
$9.36M 0.11%
160,330
+45,283
205
$8.81M 0.1%
121,075
-223,100
206
$8.67M 0.1%
461,451
-517,695
207
$8.63M 0.1%
49,702
+20,914
208
$8.45M 0.1%
51,321
-38,492
209
$8.45M 0.1%
+28,228
210
$8.22M 0.09%
70,700
-195,121
211
$8.08M 0.09%
19,020
+2,860
212
$7.98M 0.09%
216,826
-1,236,484
213
$7.94M 0.09%
1,726,027
-527,781
214
$7.69M 0.09%
27,368
-2,096
215
$7.63M 0.09%
361,393
-256,651
216
$7.62M 0.09%
316,186
-395,561
217
$7.61M 0.09%
25,038
+2,280
218
$7.34M 0.08%
192,668
-243,794
219
$7.33M 0.08%
+85,510
220
$7.29M 0.08%
109,493
221
$7.24M 0.08%
72,843
+54,037
222
$7.22M 0.08%
24,081
+10,317
223
$7.18M 0.08%
83,445
+4,605
224
$7.15M 0.08%
74,557
+9,072
225
$7.14M 0.08%
53,008
+2,117
7 8
9
10 11