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
26
$10.5M 0.39%
+103,414
27
$10.3M 0.38%
225,335
+153,104
28
$10.2M 0.38%
275,979
-22,224
29
$10.1M 0.37%
50,708
+29,937
30
$10M 0.37%
20,728
-631
31
$9.94M 0.37%
42,421
+28,241
32
$9.41M 0.35%
134,675
+29,475
33
$9.3M 0.34%
146,910
+143,313
34
$9.1M 0.34%
568,904
+553,221
35
$9.1M 0.34%
241,060
+213,930
36
$8.91M 0.33%
93,922
+48,294
37
$8.69M 0.32%
284,285
+161,864
38
$8.65M 0.32%
1,331,325
+929,069
39
$8.57M 0.32%
+57,459
40
$8.54M 0.32%
+32,113
41
$8.49M 0.31%
44,605
-5,191
42
$8.42M 0.31%
123,800
+111,130
43
$8.35M 0.31%
19,180
+11,884
44
$8.28M 0.31%
156,288
-109,518
45
$8.17M 0.3%
+117,985
46
$8.03M 0.3%
513,605
+245,681
47
$7.85M 0.29%
86,259
+6,423
48
$7.85M 0.29%
+74,208
49
$7.8M 0.29%
25,995
+13,639
50
$7.78M 0.29%
13,777
+7,510
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