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JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
+13.97%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$208M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow %
94.3%
Top 10 Hldgs %
41.44%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$9.91M
2
MA icon
Mastercard
MA
+$9.43M
3
INTC icon
Intel
INTC
+$9.1M
4
AMT icon
American Tower
AMT
+$8.8M
5
NKE icon
Nike
NKE
+$8.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 20.77%
2 Consumer Discretionary 13.75%
3 Industrials 11.01%
4 Energy 9.28%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JASN
76
DELISTED
Jason Industries, Inc.
JASN
$19K 0.01%
+10,668
New +$19.4K
1 2 3
4

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ORC
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MWM
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Jupiter Wealth Management's Q1 2019 Portfolio in Review

Q1 2019 is the first quarter with a 13F filing on record for Jupiter Wealth Management, which disclosed 77 positions worth $208M. Its ten largest holdings account for 41% of the portfolio.

Its largest position is DuPont de Nemours: 71,412 shares worth $7.05M.

By sector, the portfolio is most concentrated in Financials at 21% of assets, followed by Consumer Discretionary and Industrials.

  • Jupiter Wealth Management's largest Q1 2019 buy was DuPont de Nemours: 71,412 shares worth $7.05M.
  • Jupiter Wealth Management's ten largest holdings make up 41% of its $208M portfolio in Q1 2019.
  • Jupiter Wealth Management disclosed 77 positions in Q1 2019, its first 13F filing on record.

Based on Jupiter Wealth Management's 13F filing for Q1 2019, filed 22 Apr 2019.