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
326
$2.24M 0.08%
14,359
+11,965
327
$2.23M 0.08%
30,100
-1,076
328
$2.23M 0.08%
31,972
-62,775
329
$2.23M 0.08%
218,799
-229,821
330
$2.22M 0.08%
+42,000
331
$2.22M 0.08%
5,853
+4,292
332
$2.22M 0.08%
566,574
+198,254
333
$2.21M 0.08%
23,130
+12,569
334
$2.2M 0.08%
+28,661
335
$2.2M 0.08%
118,706
-73,844
336
$2.19M 0.08%
302,473
+61,274
337
$2.17M 0.08%
12,072
-21,651
338
$2.16M 0.08%
+20,310
339
$2.15M 0.08%
+54,202
340
$2.14M 0.08%
16,661
+14,715
341
$2.14M 0.08%
+335,369
342
$2.13M 0.08%
34,155
-28,011
343
$2.12M 0.08%
120,772
+12,839
344
$2.12M 0.08%
61,400
-5,869
345
$2.12M 0.08%
13,300
-43,685
346
$2.1M 0.08%
92,957
-47,730
347
$2.09M 0.08%
14,166
-15,251
348
$2.09M 0.08%
57,053
+42,962
349
$2.09M 0.08%
30,658
+17,824
350
$2.08M 0.08%
+30,448
12 13
14
15 16