JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2021
Top Holdings545 positions
Microsoft Corp | 957,738 | $325M | 3.6% | $188.42 | +71.62% | 12 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 1.7M | $302.9M | 3.3% | $110.02 | +57.65% | 7 qtrssince 2020-Q2 | Decreased 0 |
H&R Block Inc | 11.1M | $261.9M | 2.9% | $16.51 | +22.32% | 12 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 58,542 | $171.2M | 1.9% | $73.87 | +94.25% | 7 qtrssince 2020-Q2 | Decreased 0 |
Ralph Lauren Corp | 1.3M | $150.5M | 1.7% | $89.47 | +21.28% | 12 qtrssince 2019-Q1 | Decreased 0 |
HARLEY-DAVIDSON INC | 3.9M | $148.3M | 1.6% | $29.47 | +14.88% | 12 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 36,930 | $124.6M | 1.4% | $156.67 | +6.41% | 12 qtrssince 2019-Q1 | Decreased 0 |
Western Union Co/The | 6.2M | $112.4M | 1.2% | $11.88 | -0.93% | 12 qtrssince 2019-Q1 | Increased 49 |
Intel Corp | 2.1M | $108.9M | 1.2% | $47.76 | 0.00% | 1 qtr | New 69 |
Thermo Fisher Scientific Inc | 160,270 | $106.7M | 1.2% | $457.57 | +43.81% | 6 qtrssince 2020-Q3 | Increased 49 |
Alphabet Inc | 35,365 | $103.3M | 1.1% | $80.30 | +78.49% | 7 qtrssince 2020-Q2 | Increased 50 |
Adobe Systems Inc | 171,422 | $97.7M | 1.1% | $518.05 | +9.46% | 12 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 230,869 | $95.6M | 1.0% | $238.03 | +63.82% | 12 qtrssince 2019-Q1 | Decreased 0 |
Applied Materials Inc | 578,257 | $91.3M | 1.0% | $68.36 | +121.45% | 12 qtrssince 2019-Q1 | Increased 57 |
Sprott Physical Gold Trust | 6.4M | $90.8M | 1.0% | $14.29 | +0.50% | 6 qtrssince 2020-Q3 | Increased 46 |
SPROTT PHYSICAL GOLD&SILVER TRUST | 4.5M | $80.5M | 0.9% | $18.64 | -5.03% | 6 qtrssince 2020-Q3 | Increased 47 |
Comcast Corp | 1.5M | $77.5M | 0.9% | $39.79 | -0.39% | 12 qtrssince 2019-Q1 | Increased 68 |
Verizon Communications Inc | 1.4M | $75.1M | 0.8% | $40.57 | -6.98% | 12 qtrssince 2019-Q1 | Increased 43 |
untitled | 9.3M | $73.8M | 0.8% | $8.39 | -4.40% | 6 qtrssince 2020-Q3 | Increased 51 |
Merck & Co Inc | 946,367 | $73M | 0.8% | $66.32 | +0.11% | 12 qtrssince 2019-Q1 | Increased 67 |
JUPITER ASSET MANAGEMENT LTD manages $9.1B across 545 positions as of Q4 2021. Top holdings: MSFT (3.6%), AAPL (3.3%), HRB (2.9%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Active quarter - 132 new positions, 133 exits, 193 increased. Top move: INTC (NEW, conviction 69). Portfolio: $9.1B across 545 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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