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
$4.88B
AUM Growth
-$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$119M
3
+$106M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$34M
5
LLY icon
Eli Lilly
LLY
+$25.7M

Top Sells

1
+$213M
2
+$109M
3
+$84.7M
4
MSFT icon
Microsoft
MSFT
+$77.5M
5
AMZN icon
Amazon
AMZN
+$65.5M

Sector Composition

1 Technology 14.53%
2 Industrials 11.41%
3 Financials 11.17%
4 Consumer Discretionary 10.93%
5 Healthcare 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-68,697
1927
– –
-22,854
1928
– –
-5,000
1929
– –
-199,510
1930
– –
-904
1931
– –
-22,356
1932
– –
-80,271
1933
– –
-24,772
1934
– –
-13,400
1935
– –
-15,800
1936
– –
-30,779
1937
– –
-15,387
1938
– –
-11,695
1939
– –
-78,181
1940
– –
-31,335
1941
– –
-67,205
1942
– –
-21,835
1943
– –
-105,500
1944
– –
-34,438
1945
– –
-53,881
1946
– –
-55,149
1947
– –
-56,062
1948
– –
-236,253
1949
– –
-102,422
1950
– –
-28,321
76 77
78
79 80