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
451
$1.63M 0.06%
78,437
+65,437
452
$1.63M 0.06%
22,135
+7,853
453
$1.62M 0.06%
20,636
-5,381
454
$1.61M 0.06%
+14,783
455
$1.6M 0.06%
83,843
-19,315
456
$1.6M 0.06%
39,648
+19,200
457
$1.6M 0.06%
+10,350
458
$1.6M 0.06%
87,100
+11,207
459
$1.59M 0.06%
265,567
-22,621
460
$1.58M 0.06%
7,620
+3,579
461
$1.58M 0.06%
34,199
-4,801
462
$1.58M 0.06%
18,372
-75,854
463
$1.58M 0.06%
+27,108
464
$1.57M 0.06%
+15,599
465
$1.56M 0.06%
44,818
+36,813
466
$1.56M 0.06%
+3,939
467
$1.55M 0.06%
182,391
+78,551
468
$1.55M 0.06%
57,125
+12,180
469
$1.54M 0.06%
+25,964
470
$1.54M 0.06%
+122,383
471
$1.54M 0.06%
9,276
-5,256
472
$1.54M 0.06%
102,403
-10,453
473
$1.54M 0.06%
+75,494
474
$1.54M 0.06%
50,930
+18,974
475
$1.53M 0.06%
385,804
+361,320
17 18
19
20 21