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
$2.68B
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.7M
3
+$18.5M
4
CFG icon
Citizens Financial Group
CFG
+$18.2M
5
MS icon
Morgan Stanley
MS
+$15.1M

Top Sells

1
+$34.9M
2
+$12.7M
3
+$12.3M
4
MKL icon
Markel Group
MKL
+$11.1M
5
AMT icon
American Tower
AMT
+$8.86M

Sector Composition

1 Technology 18.21%
2 Financials 18.13%
3 Industrials 13.7%
4 Consumer Discretionary 10.64%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$223M 8.31%
7,365,127
+325,306
2
$91.4M 3.41%
2,608,600
+129,100
3
$75.1M 2.8%
1,407,014
-17,684
4
$68.7M 2.57%
796,054
+228,107
5
$66.6M 2.49%
2,895,000
+359,000
6
$61.6M 2.3%
2,126,900
-148,400
7
$56.4M 2.11%
1,807,000
+95,000
8
$46.7M 1.74%
785,882
+361,512
9
$44.9M 1.68%
815,406
+335,161
10
$39.5M 1.47%
2,768,764
11
$38.2M 1.43%
610,193
-27,351
12
$33.8M 1.26%
255,776
+2,687
13
$31.2M 1.17%
1,412,752
+158,523
14
$29.9M 1.11%
382,672
-16,655
15
$28.8M 1.08%
464,186
+172,550
16
$28M 1.05%
913,533
-400
17
$27.5M 1.03%
334,614
-425,517
18
$27.2M 1.02%
104,347
+10,010
19
$26.6M 0.99%
372,836
-2,662
20
$25.8M 0.96%
774,863
21
$24.8M 0.93%
380,131
+52,041
22
$24.4M 0.91%
211,736
-50,846
23
$22.9M 0.86%
643,546
+511,546
24
$22.9M 0.86%
743,214
-54,909
25
$22.7M 0.85%
204,420
-61,894
1
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