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 13.9%
2 Healthcare 12.79%
3 Industrials 11.68%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-14,168
1927
– –
-6,671
1928
– –
-8,418
1929
– –
-13,472
1930
– –
-18,495
1931
– –
-13,500
1932
– –
-101,361
1933
– –
-11,200
1934
– –
-5,233
1935
– –
-8,830
1936
– –
-8,050
1937
– –
-38,557
1938
– –
-48,507
1939
– –
-10,500
1940
– –
-140,544
1941
– –
-26,722
1942
– –
-31,770
1943
– –
-22,900
1944
– –
-19,783
1945
– –
-4,200
1946
– –
-109,500
1947
– –
-16,400
1948
– –
-61,592
1949
– –
-143,177
1950
– –
-22,800
76 77
78
79 80