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
$10.4B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$91.1M
3
+$86.9M
4
CRH icon
CRH
CRH
+$83.9M
5
MRK icon
Merck
MRK
+$83.7M

Top Sells

1
+$90.4M
2
+$82.4M
3
+$75M
4
PNC icon
PNC Financial Services
PNC
+$69.9M
5
UBER icon
Uber
UBER
+$68.9M

Sector Composition

1 Technology 23.2%
2 Financials 11.93%
3 Healthcare 10.77%
4 Industrials 9.72%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.1M 0.13%
+940,504
202
$13M 0.12%
49,114
203
$12.9M 0.12%
175,012
+170,358
204
$12.7M 0.12%
92,978
-89,766
205
$12.5M 0.12%
1,367,646
-79,852
206
$12.5M 0.12%
+287,428
207
$12.4M 0.12%
469,504
+417,677
208
$11.8M 0.11%
488,587
+6,600
209
$11.4M 0.11%
+377,342
210
$11.4M 0.11%
152,459
+49,129
211
$11.3M 0.11%
155,269
+54,924
212
$11.2M 0.11%
26,496
-83,331
213
$11.2M 0.11%
75,210
-152,167
214
$11M 0.11%
104,556
+73,583
215
$10.7M 0.1%
85,017
-2,333
216
$10.5M 0.1%
+58,677
217
$10.2M 0.1%
+76,908
218
$10M 0.1%
83,164
-362,293
219
$9.98M 0.1%
566,079
+188,830
220
$9.97M 0.1%
84,700
+15,217
221
$9.93M 0.1%
+134,597
222
$9.9M 0.09%
+171,051
223
$9.8M 0.09%
+213,529
224
$9.78M 0.09%
+77,245
225
$9.74M 0.09%
228,993
-7,979
7 8
9
10 11