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
1926
– –
-216,301
1927
– –
-2,114
1928
– –
-28,380
1929
– –
-26,092
1930
– –
-50,539
1931
– –
-896
1932
– –
-43,009
1933
– –
-3,251
1934
– –
-5,361
1935
– –
-14,471
1936
– –
-14,012
1937
– –
-1,182
1938
– –
-67,740
1939
– –
-1,738
1940
– –
-34,992
1941
– –
-21,134
1942
– –
-104,100
1943
– –
-4,567
1944
– –
-25,505
1945
– –
-29,478
1946
– –
-1,418
1947
– –
-165,848
1948
– –
-59,716
1949
– –
-42,200
1950
– –
-32,990
76 77
78
79 80