JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$103M
3 +$103M
4
JNJ icon
Johnson & Johnson
JNJ
+$93.6M
5
WAT icon
Waters Corp
WAT
+$74.5M

Top Sells

1 +$111M
2 +$102M
3 +$95.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$90.9M
5
GM icon
General Motors
GM
+$86.9M

Sector Composition

1 Technology 29.89%
2 Financials 12.66%
3 Communication Services 10.72%
4 Healthcare 9.92%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13.8M 0.12%
83,403
-1,614
202
$13.8M 0.12%
1,348,368
-19,278
203
$13.8M 0.12%
573,143
+492,200
204
$13.8M 0.11%
61,803
-227,330
205
$13.8M 0.11%
202,543
-22,170
206
$13.7M 0.11%
636,375
+229,324
207
$13.6M 0.11%
301,576
-208,425
208
$13.5M 0.11%
+57,031
209
$13.4M 0.11%
117,722
+40,814
210
$13M 0.11%
163,769
+8,500
211
$12.8M 0.11%
91,110
+20,177
212
$12.4M 0.1%
637,388
+7,857
213
$12.3M 0.1%
45,976
-56,641
214
$12.2M 0.1%
2,786,366
+1,724,088
215
$12.1M 0.1%
152,459
216
$12M 0.1%
550,410
-1,009,145
217
$11.9M 0.1%
96,328
-130,501
218
$11.7M 0.1%
916,061
+773,883
219
$11.5M 0.1%
411,960
-57,544
220
$11.5M 0.1%
21,414
-22,849
221
$11.4M 0.09%
+259,699
222
$11.2M 0.09%
517,666
+29,079
223
$11.2M 0.09%
136,392
+77,563
224
$11M 0.09%
326,142
+95,300
225
$10.7M 0.09%
355,002
+97,313