JAM

Jupiter Asset Management Portfolio holdings

AUM $12B
1-Year Est. Return 24.68%
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.9M
3
+$14.4M
4
BX icon
Blackstone
BX
+$12.9M
5
AMG icon
Affiliated Managers Group
AMG
+$11.7M

Top Sells

1
+$29.8M
2
+$11.7M
3
+$11.7M
4
MET icon
MetLife
MET
+$10.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M

Sector Composition

1 Financials 25.91%
2 Technology 18.22%
3 Healthcare 11.65%
4 Industrials 10.93%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$190M 7.37%
14,934,552
+374,560
2
$98.5M 3.83%
2,287,115
+762,715
3
$89.7M 3.48%
979,118
-21,837
4
$56.5M 2.19%
2,821,224
+133,616
5
$46.7M 1.81%
915,193
+31,750
6
$46.6M 1.81%
2,992,941
+187,529
7
$45.1M 1.75%
864,934
+96,518
8
$44.7M 1.74%
492,609
+86,050
9
$40.3M 1.57%
689,385
+20,393
10
$36.8M 1.43%
984,084
-45,535
11
$35.2M 1.37%
281,976
-15,621
12
$33.3M 1.29%
1,483,316
+496,991
13
$33M 1.28%
460,657
-29,766
14
$32.7M 1.27%
433,606
-671
15
$32.1M 1.25%
621,811
-10,148
16
$31.5M 1.22%
1,083,564
-60,870
17
$30.1M 1.17%
359,890
-27,790
18
$29.3M 1.14%
881,609
-24,034
19
$27.2M 1.06%
312,369
-20,367
20
$26.3M 1.02%
1,011,700
-89,970
21
$24.8M 0.96%
946,647
-58,227
22
$24.7M 0.96%
352,338
-24,453
23
$24.7M 0.96%
289,005
+376
24
$24.7M 0.96%
749,713
-1,437
25
$24.6M 0.96%
542,913
-80,053
1
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