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
$3.07B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.5M
3
+$20.4M
4
JD icon
JD.com
JD
+$19.2M
5
MCO icon
Moody's
MCO
+$19.1M

Top Sells

1
+$35.1M
2
+$33.7M
3
+$32.3M
4
JPM icon
JPMorgan Chase
JPM
+$29.1M
5
ICE icon
Intercontinental Exchange
ICE
+$26.1M

Sector Composition

1 Financials 22.19%
2 Consumer Discretionary 17.81%
3 Industrials 13.64%
4 Technology 13.02%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$247M 8.01%
13,404,677
+406,677
2
$141M 4.55%
10,250,000
+1,487,397
3
$120M 3.87%
4,997,630
-97,733
4
$117M 3.79%
3,283,491
+441,474
5
$84M 2.72%
647,773
-67,227
6
$79M 2.56%
506,030
+50,031
7
$62.5M 2.02%
466,391
-40,166
8
$52.3M 1.69%
2,720,843
-4,371
9
$45.9M 1.49%
442,277
-103,162
10
$45.3M 1.47%
192,676
-16,541
11
$42.7M 1.38%
951,562
+74,650
12
$42.5M 1.37%
786,591
-90,525
13
$41.3M 1.34%
364,575
-57,386
14
$39.1M 1.27%
3,317,413
+63,000
15
$35.4M 1.15%
300,191
+117,555
16
$35.1M 1.14%
256,955
+87,370
17
$33.7M 1.09%
381,486
+288,745
18
$31.5M 1.02%
190,973
+44,679
19
$30.1M 0.97%
1,144,094
-127,449
20
$29.1M 0.94%
368,548
-4,780
21
$28.1M 0.91%
126,521
+28,952
22
$27.7M 0.9%
194,276
+34,767
23
$27.4M 0.89%
91,171
+11,182
24
$26.8M 0.87%
102,492
+14,909
25
$26.3M 0.85%
903,098
+157,181
1
2 3 4 5