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
$4.97B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,385
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$57.4M
3
+$44M
4
AAPL icon
Apple
AAPL
+$36.8M
5
AMZN icon
Amazon
AMZN
+$31M

Top Sells

1
+$121M
2
+$32.1M
3
+$16.7M
4
BIIB icon
Biogen
BIIB
+$13M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 20.87%
2 Healthcare 10.42%
3 Consumer Discretionary 10.34%
4 Industrials 9.9%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-5,769
1952
– –
-41,559
1953
– –
-14,001
1954
– –
-17,137
1955
– –
-2
1956
– –
-53,600
1957
– –
-15,388
1958
– –
-13,187
1959
– –
-60,900
1960
– –
-12,002
1961
– –
-10,992
1962
– –
-53,838
1963
– –
-18,100
1964
– –
-132,408
1965
– –
-14,000
1966
– –
-18,530
1967
– –
-13,312
1968
– –
-393,445
1969
– –
-30,129
1970
– –
-2,205
1971
– –
-9,643
1972
– –
-4,500
1973
– –
-163,672
1974
– –
-41,235
1975
– –
-22,330
77 78
79
80 81