JF

Jump Financial Portfolio holdings

AUM $7.85B
1-Year Est. Return 23.77%
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,379
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$25.4M
3
+$25.2M
4
NEE icon
NextEra Energy
NEE
+$16.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.3M

Top Sells

1
+$26M
2
+$21.8M
3
+$15.6M
4
IR icon
Ingersoll Rand
IR
+$14.4M
5
V icon
Visa
V
+$11.9M

Sector Composition

1 Technology 13.95%
2 Healthcare 12.79%
3 Industrials 11.63%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.42M 0.09%
26,266
-91,600
302
$2.41M 0.09%
1,902
-2,703
303
$2.4M 0.09%
61,448
-7,672
304
$2.4M 0.09%
48,058
+37,017
305
$2.39M 0.09%
70,374
+3,048
306
$2.39M 0.09%
94,200
+54,341
307
$2.39M 0.09%
40,492
+26,697
308
$2.38M 0.09%
69,571
+10,799
309
$2.35M 0.09%
+95,291
310
$2.35M 0.09%
9,694
+6,594
311
$2.34M 0.09%
262,952
+223,432
312
$2.33M 0.09%
31,498
-34,049
313
$2.31M 0.09%
37,050
+3,749
314
$2.3M 0.09%
+11,394
315
$2.3M 0.09%
12,108
+8,257
316
$2.29M 0.08%
+22,558
317
$2.27M 0.08%
7,730
-9,930
318
$2.27M 0.08%
220,286
-179,003
319
$2.27M 0.08%
112,952
+74,866
320
$2.25M 0.08%
207,381
-269,983
321
$2.25M 0.08%
154,786
+118,500
322
$2.25M 0.08%
173,215
-8,753
323
$2.25M 0.08%
28,597
-87,043
324
$2.24M 0.08%
27,425
-47,364
325
$2.24M 0.08%
121,311
+106,073
11 12
13
14 15