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
551
$1.28M 0.05%
26,438
+12,638
552
$1.28M 0.05%
44,189
+36,872
553
$1.28M 0.05%
124,146
-40,415
554
$1.27M 0.05%
12,100
+9,669
555
$1.27M 0.05%
58,684
-30,768
556
$1.27M 0.05%
37,789
-13,411
557
$1.27M 0.05%
7,606
+4,470
558
$1.26M 0.05%
131,344
-27,738
559
$1.26M 0.05%
+56,349
560
$1.26M 0.05%
274,502
-107,124
561
$1.26M 0.05%
46,039
-630
562
$1.26M 0.05%
15,841
+8,993
563
$1.26M 0.05%
+31,875
564
$1.25M 0.05%
+70,024
565
$1.25M 0.05%
21,500
+2,699
566
$1.25M 0.05%
+5,533
567
$1.25M 0.05%
45,543
+19,043
568
$1.23M 0.05%
11,348
+9,371
569
$1.23M 0.05%
+14,584
570
$1.23M 0.05%
33,332
+24,762
571
$1.23M 0.05%
11,042
+7,321
572
$1.23M 0.05%
+80,500
573
$1.22M 0.05%
+91,077
574
$1.22M 0.05%
81,671
+53,171
575
$1.22M 0.05%
97,123
+45,412
21 22
23
24 25