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
– –
-44,776
1927
– –
-30,356
1928
– –
-20,715
1929
– –
-10,800
1930
– –
-8,897
1931
– –
-192,132
1932
– –
-75,325
1933
– –
-159,562
1934
– –
-103,700
1935
– –
-18,300
1936
– –
-46,090
1937
– –
-18,404
1938
– –
-8,241
1939
– –
-7,900
1940
– –
-13,800
1941
– –
-2,868
1942
– –
-9,590
1943
– –
-22,637
1944
– –
-28,430
1945
– –
-51,314
1946
– –
-161,891
1947
– –
-229,429
1948
– –
-5,839
1949
– –
-11,045
1950
– –
-2,326
76 77
78
79 80