JUPITER ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2021
Top Holdings545 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 957,738 | $325M | 3.6% | $187.05 | +75.53% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $302.9M | 3.3% | $111.77 | +55.18% | 7 qtrssince 2020-Q2 | Decreased 0 |
BLOCK H & R INC | 11.1M | $261.9M | 2.9% | $16.99 | +23.20% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 58,542 | $171.2M | 1.9% | $74.04 | +95.97% | 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% | $30.20 | +14.85% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 36,930 | $124.6M | 1.4% | $156.42 | +7.81% | 12 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 6.2M | $112.4M | 1.2% | $13.08 | -0.34% | 12 qtrssince 2019-Q1 | Increased 49 |
INTEL CORP | 2.1M | $108.9M | 1.2% | $47.99 | 0.00% | 1 qtr | New 69 |
THERMO FISHER SCIENTIFIC INC | 160,270 | $106.7M | 1.2% | $454.51 | +44.79% | 6 qtrssince 2020-Q3 | Increased 49 |
ALPHABET INC-CL C | 35,365 | $103.3M | 1.1% | $80.40 | +80.25% | 7 qtrssince 2020-Q2 | Increased 50 |
ADOBE INC | 171,422 | $97.7M | 1.1% | $518.05 | +9.46% | 12 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 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% | $14.25 | +0.02% | 6 qtrssince 2020-Q3 | Increased 46 |
SPROTT PHYSICAL GOLD AND SIL | 4.5M | $80.5M | 0.9% | $18.64 | -5.03% | 6 qtrssince 2020-Q3 | Increased 47 |
COMCAST CORP-CLASS A | 1.5M | $77.5M | 0.9% | $41.63 | -0.34% | 12 qtrssince 2019-Q1 | Increased 68 |
VERIZON COMMUNICATIONS INC | 1.4M | $75.1M | 0.8% | $42.20 | -5.72% | 12 qtrssince 2019-Q1 | Increased 43 |
SPROTT ASSET MANAGEMENT LP | 9.3M | $73.8M | 0.8% | $8.56 | -6.81% | 6 qtrssince 2020-Q3 | Increased 51 |
MERCK & CO. INC. | 946,367 | $73M | 0.8% | $68.10 | +0.17% | 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 Rating: 1/5.0.
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
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer