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
$8.83B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.2M
3
+$44.9M
4
PSA icon
Public Storage
PSA
+$43.2M
5
UPS icon
United Parcel Service
UPS
+$42.6M

Top Sells

1
+$84.8M
2
+$69.8M
3
+$68.5M
4
WY icon
Weyerhaeuser
WY
+$58.5M
5
DE icon
Deere & Co
DE
+$56.7M

Sector Composition

1 Technology 21.8%
2 Financials 15.3%
3 Consumer Discretionary 12.52%
4 Healthcare 11.33%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$356M 4.04%
1,265,119
-119,522
2
$303M 3.44%
12,132,673
-328,695
3
$256M 2.9%
1,810,079
-67,224
4
$162M 1.84%
1,216,600
+26,120
5
$156M 1.76%
699,623
-59,405
6
$153M 1.73%
1,378,100
-110,000
7
$147M 1.67%
4,018,330
-20,000
8
$138M 1.56%
407,051
+34,046
9
$130M 1.47%
790,960
-121,560
10
$122M 1.38%
6,015,103
+559,722
11
$103M 1.17%
179,310
+4,424
12
$89.1M 1.01%
669,500
-62,900
13
$88.5M 1%
154,915
-58,073
14
$79.7M 0.9%
5,781,838
+129,061
15
$79.2M 0.9%
614,104
+66,268
16
$77.9M 0.88%
640,422
-60,902
17
$76.6M 0.87%
294,680
-166,712
18
$75.3M 0.85%
235,513
-26,746
19
$75.3M 0.85%
1,394,219
-18,638
20
$70.5M 0.8%
495,262
+45,104
21
$69.8M 0.79%
4,075,880
+99,887
22
$66.8M 0.76%
179,116
-37,478
23
$65.6M 0.74%
400,967
-50,108
24
$62.6M 0.71%
189,144
-25,359
25
$60.7M 0.69%
472,026
-41,454
1
2 3 4 5