JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+7.42%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+7.2%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
54.65%
Holding
72
New
6
Increased
21
Reduced
12
Closed
4
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$1.05M |
| 2 |
Apple
AAPL
|
$926K |
| 3 |
Biogen
BIIB
|
$826K |
| 4 |
KB Home
KBH
|
$693K |
| 5 |
Microsoft
MSFT
|
$662K |
Top Sells
| 1 |
Tyson Foods
TSN
|
$1.18M |
| 2 |
Crocs
CROX
|
$978K |
| 3 |
The Mosaic Company
MOS
|
$959K |
| 4 |
Freeport-McMoran
FCX
|
$800K |
| 5 |
Blackstone
BX
|
$774K |
Sector Composition
| 1 | Technology | 24.48% |
| 2 | Consumer Discretionary | 18.66% |
| 3 | Healthcare | 11.9% |
| 4 | Financials | 11.79% |
| 5 | Communication Services | 11.07% |
