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
651
$1.01M 0.04%
+6,994
652
$1.01M 0.04%
6,570
-974
653
$1.01M 0.04%
34,400
+20,700
654
$1.01M 0.04%
26,490
-91,907
655
$1.01M 0.04%
+13,522
656
$1.01M 0.04%
+36,270
657
$1M 0.04%
+5,502
658
$1M 0.04%
15,509
-31,566
659
$1,000K 0.04%
+8,450
660
$999K 0.04%
13,475
+373
661
$999K 0.04%
5,300
-7,192
662
$996K 0.04%
+6,000
663
$995K 0.04%
14,326
-38,667
664
$995K 0.04%
+16,156
665
$992K 0.04%
9,401
+6,122
666
$990K 0.04%
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667
$990K 0.04%
37,316
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668
$987K 0.04%
36,708
-129,732
669
$987K 0.04%
8,858
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670
$980K 0.04%
28,402
-129,154
671
$979K 0.04%
14,003
-12,101
672
$977K 0.04%
18,419
-21,404
673
$974K 0.04%
+12,256
674
$973K 0.04%
7,986
+4,377
675
$969K 0.04%
30,323
-2,677
25 26
27
28 29