JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$91.1M
3
+$86.9M
4
CRH icon
CRH
CRH
+$83.9M
5
MRK icon
Merck
MRK
+$83.7M

Top Sells

1
+$90.4M
2
+$82.4M
3
+$75M
4
PNC icon
PNC Financial Services
PNC
+$69.9M
5
UBER icon
Uber
UBER
+$68.9M

Sector Composition

1 Technology 23.2%
2 Financials 11.93%
3 Healthcare 10.77%
4 Industrials 9.72%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$398M 3.81%
1,791,655
+196,610
2
$345M 3.31%
3,185,420
-282,221
3
$276M 2.65%
736,045
-17,384
4
$202M 1.94%
434,777
+337,537
5
$169M 1.62%
1,095,299
+232,872
6
$165M 1.58%
868,988
+14,142
7
$130M 1.24%
1,390,820
-41,620
8
$124M 1.18%
1,411,543
+958,061
9
$111M 1.07%
3,942,569
+1,024,018
10
$107M 1.02%
184,853
-66,149
11
$101M 0.97%
262,860
+217,041
12
$98.3M 0.94%
629,150
+10,165
13
$97.4M 0.93%
1,109,868
-91,977
14
$93M 0.89%
265,244
+1,884
15
$91.1M 0.87%
+1,391,487
16
$86.9M 0.83%
601,494
+9,292
17
$86.9M 0.83%
+1,847,756
18
$83.7M 0.8%
+932,832
19
$83M 0.8%
1,111,417
-9,832
20
$81.5M 0.78%
628,229
-106,860
21
$81.5M 0.78%
17,685
+4,920
22
$80.1M 0.77%
146,151
+2,689
23
$79.4M 0.76%
298,291
+1,785
24
$77.7M 0.75%
+693,707
25
$76.6M 0.73%
6,607,864
+1,407,478
1
2 3 4 5