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
$9.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$81.5M
3
+$73.3M
4
VZ icon
Verizon
VZ
+$64.3M
5
F icon
Ford
F
+$59.1M

Top Sells

1
+$115M
2
+$113M
3
+$96.9M
4
MA icon
Mastercard
MA
+$66.5M
5
MDLZ icon
Mondelez International
MDLZ
+$64.9M

Sector Composition

1 Technology 27.64%
2 Consumer Discretionary 15.82%
3 Financials 13.26%
4 Healthcare 9.63%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$391M 3.94%
1,760,894
-958
2
$378M 3.81%
2,849,787
-256,338
3
$236M 2.38%
2,273,453
+1,123,953
4
$226M 2.28%
1,386,920
-338,880
5
$219M 2.21%
13,829,552
+794,552
6
$178M 1.8%
2,037,300
-120,120
7
$166M 1.67%
4,518,000
-110,000
8
$143M 1.44%
522,605
+88,752
9
$108M 1.08%
8,241,680
+1,669,800
10
$106M 1.07%
752,026
-341,350
11
$98.5M 0.99%
4,495,833
-533,591
12
$97.4M 0.98%
1,111,840
-74,220
13
$94.7M 0.95%
42,620
-13,124
14
$89.4M 0.9%
1,793,647
+1,636,443
15
$86.7M 0.87%
186,198
+29,411
16
$83M 0.84%
1,284,157
+896,965
17
$82M 0.83%
268,482
-65,674
18
$81.6M 0.82%
1,390,852
+1,095,548
19
$78.4M 0.79%
859,277
-114,936
20
$78.3M 0.79%
297,300
-50,313
21
$78.1M 0.79%
512,914
+230,387
22
$77.5M 0.78%
568,848
-165,968
23
$75.3M 0.76%
344,382
-527,890
24
$74.5M 0.75%
3,854,420
+368,605
25
$73.3M 0.74%
+2,428,839
1
2 3 4 5