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
$2.74B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$11.5M
4
ETFC
E*Trade Financial Corporation
ETFC
+$8.79M
5
HDB icon
HDFC Bank
HDB
+$6.96M

Top Sells

1
+$26.9M
2
+$19.7M
3
+$13.9M
4
VZ icon
Verizon
VZ
+$13.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 19.43%
2 Financials 16.83%
3 Industrials 13.51%
4 Consumer Discretionary 10.2%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$251M 9.16%
7,420,522
+55,395
2
$103M 3.76%
2,493,698
-114,902
3
$74.4M 2.72%
2,072,100
-54,800
4
$70M 2.56%
3,010,000
+115,000
5
$56.9M 2.08%
647,950
-148,104
6
$55.4M 2.02%
1,136,511
-270,503
7
$50.2M 1.83%
1,415,000
-392,000
8
$47M 1.72%
1,994,228
+581,476
9
$47M 1.72%
2,779,723
+10,959
10
$39.6M 1.45%
607,193
-3,000
11
$33.6M 1.23%
602,922
-212,484
12
$30.6M 1.12%
464,186
13
$30M 1.1%
372,836
14
$27.3M 1%
307,451
-75,221
15
$27.3M 1%
455,771
-330,111
16
$26.8M 0.98%
1,500,000
17
$26.7M 0.97%
910,533
-3,000
18
$26.4M 0.96%
211,736
19
$24.7M 0.9%
181,362
-74,414
20
$24.5M 0.9%
738,863
-36,000
21
$24.5M 0.89%
204,420
22
$24.3M 0.89%
475,721
-641
23
$24.1M 0.88%
743,214
24
$23.9M 0.87%
115,945
+11,598
25
$23.7M 0.86%
552,128
+73,528
1
2 3 4 5