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
51
$7.71M 0.29%
115,127
+85,138
52
$7.68M 0.28%
144,274
+141,274
53
$7.57M 0.28%
306,565
+130,047
54
$7.52M 0.28%
242,896
-36,042
55
$7.37M 0.27%
35,788
+2,135
56
$7.35M 0.27%
49,292
-7,470
57
$7.28M 0.27%
+28,560
58
$7.15M 0.26%
+116,067
59
$7.14M 0.26%
+77,463
60
$6.95M 0.26%
393,421
+281,604
61
$6.92M 0.26%
62,872
-4,297
62
$6.74M 0.25%
44,060
+33,424
63
$6.72M 0.25%
37,537
+25,275
64
$6.71M 0.25%
42,958
+1,400
65
$6.69M 0.25%
28,334
+25,447
66
$6.69M 0.25%
4,545
+3,675
67
$6.62M 0.25%
247,564
+208,542
68
$6.61M 0.24%
531,810
+63,764
69
$6.32M 0.23%
37,177
+30,328
70
$6.3M 0.23%
40,693
+38,076
71
$6.23M 0.23%
94,600
+68,525
72
$6.23M 0.23%
+111,458
73
$6.15M 0.23%
57,263
+11,398
74
$6.13M 0.23%
192,023
+64,567
75
$6.09M 0.23%
36,586
-11,153
1 2
3
4 5