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
1951
– –
-10,200
1952
– –
-13,676
1953
– –
-46,400
1954
– –
-37,036
1955
– –
-133,902
1956
– –
-14,721
1957
– –
-11,700
1958
– –
-13,987
1959
– –
-32,200
1960
– –
-19,280
1961
– –
-13,384
1962
– –
-19,114
1963
– –
-12,100
1964
– –
-8,987
1965
– –
-1,972
1966
– –
-3,406
1967
– –
-2,114
1968
– –
-28,380
1969
– –
-50,539
1970
– –
-43,009
1971
– –
-1,738
1972
– –
-34,992
1973
– –
-1,418
1974
– –
-165,848
1975
– –
-59,716
77 78
79
80 81