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
$7.24B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$68M
3
+$39.1M
4
XEL icon
Xcel Energy
XEL
+$38.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.7M

Top Sells

1
+$47.7M
2
+$42.3M
3
+$40.5M
4
RGLD icon
Royal Gold
RGLD
+$39M
5
MRK icon
Merck
MRK
+$38.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 12.56%
3 Financials 11.86%
4 Consumer Discretionary 10.12%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.76M 0.09%
+76,927
202
$6.66M 0.09%
166,243
-868,931
203
$6.54M 0.09%
1,140,543
+219,846
204
$6.28M 0.09%
251,924
-2,235
205
$6.21M 0.09%
+137,300
206
$6.06M 0.08%
+23,218
207
$6.02M 0.08%
370,513
-821,584
208
$5.91M 0.08%
440,753
+19,158
209
$5.85M 0.08%
335,668
-167,613
210
$5.83M 0.08%
35,546
-1,836
211
$5.78M 0.08%
76,215
+55,732
212
$5.74M 0.08%
94,295
-352,504
213
$5.61M 0.08%
155,910
+122,696
214
$5.61M 0.08%
+135,298
215
$5.53M 0.08%
33,247
-97,767
216
$5.39M 0.07%
402,122
-5,163
217
$5.33M 0.07%
123,040
+41,284
218
$5.1M 0.07%
+50,327
219
$5.06M 0.07%
410,446
-353,418
220
$4.78M 0.07%
43,624
221
$4.75M 0.07%
82,360
-49
222
$4.54M 0.06%
431,267
+187,690
223
$4.32M 0.06%
54,337
-18,195
224
$4.17M 0.06%
+81,279
225
$4.11M 0.06%
+270,189
7 8
9
10 11