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
$3.42B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$25.2M
3
+$24M
4
B
Barrick Mining
B
+$18.5M
5
PANW icon
Palo Alto Networks
PANW
+$17M

Top Sells

1
+$116M
2
+$48.9M
3
+$36.3M
4
STT icon
State Street
STT
+$19.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.7M

Sector Composition

1 Financials 23.14%
2 Consumer Discretionary 14.45%
3 Technology 14.35%
4 Industrials 12.17%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$222M 6.51%
1,769,000
-389,300
2
$197M 5.77%
4,583,434
-2,692,014
3
$131M 3.82%
6,422,000
+4,360,000
4
$103M 3.01%
7,831,133
+1,412,000
5
$98.8M 2.89%
4,338,300
+359,700
6
$56.8M 1.66%
2,751,682
-84,073
7
$50.8M 1.49%
487,229
-170,138
8
$50.7M 1.48%
757,009
+26,190
9
$49.3M 1.44%
1,748,396
-317,743
10
$48.2M 1.41%
788,858
+52,756
11
$44.2M 1.29%
333,237
+41,824
12
$44.1M 1.29%
578,500
+101,500
13
$42M 1.23%
256,068
+31,967
14
$39.3M 1.15%
859,096
-158,548
15
$38.5M 1.13%
461,754
+25,127
16
$31.5M 0.92%
1,424,108
-69,121
17
$30.6M 0.9%
670,623
-15,150
18
$30.3M 0.89%
370,345
+201,845
19
$29.7M 0.87%
320,674
-72,570
20
$29.4M 0.86%
581,540
+60,915
21
$29.2M 0.85%
340,939
+5,219
22
$28.4M 0.83%
116,734
-2,925
23
$28.4M 0.83%
208,630
24
$28.3M 0.83%
478,858
+13,286
25
$28.2M 0.82%
143,302
+21,042
1
2 3 4 5