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
$9.71B
AUM Growth
-$459M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$57.9M
3
+$56.7M
4
ISRG icon
Intuitive Surgical
ISRG
+$56.2M
5
WY icon
Weyerhaeuser
WY
+$49.1M

Top Sells

1
+$140M
2
+$103M
3
+$86.7M
4
C icon
Citigroup
C
+$78.5M
5
AMZN icon
Amazon
AMZN
+$75.7M

Sector Composition

1 Technology 22.05%
2 Financials 15.97%
3 Consumer Discretionary 12.47%
4 Healthcare 11.67%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$375M 3.86%
1,384,641
-380,888
2
$292M 3.01%
12,461,368
-102,329
3
$257M 2.65%
1,877,303
-1,024,338
4
$185M 1.91%
4,038,330
-78,670
5
$178M 1.83%
759,028
+426,554
6
$175M 1.81%
1,488,100
-304,353
7
$157M 1.62%
912,520
-440,140
8
$145M 1.5%
1,190,480
-445,700
9
$134M 1.38%
461,392
+198,742
10
$130M 1.34%
373,005
-58,653
11
$125M 1.29%
5,455,381
+120,381
12
$112M 1.16%
5,439,628
+1,855,845
13
$107M 1.11%
212,988
+45,100
14
$102M 1.06%
174,886
+64,339
15
$99.4M 1.02%
701,324
-118,663
16
$95.5M 0.98%
180,820
+7
17
$91.8M 0.95%
732,400
-554,720
18
$82.7M 0.85%
216,594
+11,849
19
$81.6M 0.84%
203,871
+3,379
20
$79.2M 0.82%
5,652,777
+477,844
21
$79.2M 0.82%
1,412,857
-37,817
22
$78.3M 0.81%
547,836
-47,424
23
$77.3M 0.8%
262,259
+116,785
24
$76.3M 0.79%
979,921
-222,311
25
$75M 0.77%
256,913
-15,895
1
2 3 4 5