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
$3.24B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$85.6M
2
+$54.3M
3
+$47.5M
4
NKE icon
Nike
NKE
+$16.6M
5
JPM icon
JPMorgan Chase
JPM
+$13.6M

Top Sells

1
+$43.4M
2
+$30.5M
3
+$30.5M
4
GPN icon
Global Payments
GPN
+$29.6M
5
INTU icon
Intuit
INTU
+$17.9M

Sector Composition

1 Consumer Discretionary 23.93%
2 Financials 23.19%
3 Technology 11.31%
4 Industrials 10.45%
5 Materials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$276M 8.53%
10,323,000
-1,622,000
2
$247M 7.61%
10,505,000
+3,645,697
3
$178M 5.5%
9,608,112
+2,558,112
4
$165M 5.1%
4,448,041
+73,000
5
$72.5M 2.24%
438,010
-13,876
6
$71.1M 2.19%
890,144
+680,289
7
$62.6M 1.93%
3,143,670
-122,517
8
$62.1M 1.92%
530,000
-260,600
9
$53.5M 1.65%
1,114,623
+15,860
10
$51.5M 1.59%
370,518
-108,072
11
$47.2M 1.46%
338,673
+97,542
12
$39.9M 1.23%
253,601
+12,967
13
$39.8M 1.23%
217,887
-162,348
14
$38.9M 1.2%
207,115
-92,169
15
$37.1M 1.14%
663,334
+55,850
16
$33.5M 1.03%
212,926
-4,244
17
$33.4M 1.03%
111,859
-8,501
18
$29.9M 0.92%
218,516
+1,307
19
$29.7M 0.92%
341,811
+43,523
20
$29.6M 0.91%
205,049
-12,192
21
$28.5M 0.88%
640,851
+144,312
22
$27.6M 0.85%
272,354
+163,428
23
$26.8M 0.83%
438,865
+35,380
24
$26.3M 0.81%
2,958,253
-241,160
25
$24.5M 0.76%
212,171
-90,498
1
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