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
$6.84B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$48.2M
3
+$41.7M
4
FE icon
FirstEnergy
FE
+$41M
5
HOG icon
Harley-Davidson
HOG
+$34.4M

Top Sells

1
+$71M
2
+$52.9M
3
+$47.1M
4
MRK icon
Merck
MRK
+$46.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$43.4M

Sector Composition

1 Technology 25.13%
2 Financials 12.91%
3 Healthcare 12.5%
4 Consumer Discretionary 11.91%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.61M 0.1%
20,455
+177
202
$6.55M 0.1%
397,517
+41,154
203
$6.38M 0.09%
+229,900
204
$6.36M 0.09%
271,287
+237,619
205
$6.29M 0.09%
+73,854
206
$6.29M 0.09%
37,382
+3,976
207
$6.26M 0.09%
472,495
-26,869
208
$6.25M 0.09%
126,638
+1,869
209
$6.18M 0.09%
+201,076
210
$6.13M 0.09%
65,026
+38,898
211
$6.06M 0.09%
+115,385
212
$6.05M 0.09%
98,417
+4,627
213
$6.01M 0.09%
1,012,655
-1,043,545
214
$5.66M 0.08%
407,285
+110,356
215
$5.52M 0.08%
+64,577
216
$5.52M 0.08%
85,360
+68,130
217
$5.48M 0.08%
131,969
-114,178
218
$5.48M 0.08%
72,532
-3,943
219
$5.25M 0.08%
744,861
+664,107
220
$5.22M 0.08%
421,595
+78,954
221
$5.21M 0.08%
82,409
-145,768
222
$5.11M 0.07%
77,522
+33,223
223
$4.91M 0.07%
43,524
-10,336
224
$4.81M 0.07%
43,624
-2,464
225
$4.79M 0.07%
197,595
+58,106
7 8
9
10 11