JAM

Jupiter Asset Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$103M
3 +$103M
4
JNJ icon
Johnson & Johnson
JNJ
+$93.6M
5
WAT icon
Waters Corp
WAT
+$74.5M

Top Sells

1 +$111M
2 +$102M
3 +$95.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$90.9M
5
GM icon
General Motors
GM
+$86.9M

Sector Composition

1 Technology 29.89%
2 Financials 12.66%
3 Communication Services 10.72%
4 Healthcare 9.92%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$513M 4.28%
3,249,271
+63,851
2
$380M 3.17%
763,276
+27,231
3
$346M 2.89%
1,687,351
-104,304
4
$205M 1.71%
437,393
+2,616
5
$199M 1.66%
560,389
+295,145
6
$193M 1.61%
880,415
+11,427
7
$165M 1.37%
1,228,830
-161,990
8
$149M 1.24%
201,230
+16,377
9
$139M 1.16%
502,643
+170,243
10
$120M 1%
753,635
+152,141
11
$119M 1%
+652,234
12
$119M 0.99%
436,294
+276,079
13
$114M 0.95%
641,230
+12,080
14
$109M 0.91%
907,231
+499,610
15
$108M 0.9%
3,488,204
+3,465,877
16
$107M 0.89%
701,597
+608,895
17
$104M 0.87%
1,135,990
-275,553
18
$103M 0.86%
17,712
+27
19
$103M 0.86%
1,316,440
+617,200
20
$100M 0.84%
287,316
+216,825
21
$96M 0.8%
515,749
-112,480
22
$95.5M 0.8%
300,734
+76,261
23
$95.1M 0.79%
539,891
-555,408
24
$94.1M 0.78%
588,102
+240,398
25
$93.4M 0.78%
1,062,416
+325,890