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
1951
– –
-215,600
1952
– –
-103,530
1953
– –
-80,931
1954
– –
-20,705
1955
– –
-8,339
1956
– –
-33,785
1957
– –
-14,716
1958
– –
-20,920
1959
– –
-13,883
1960
– –
-60,987
1961
– –
-46,889
1962
– –
-5,600
1963
– –
-16,608
1964
– –
-60,284
1965
– –
-35,752
1966
– –
-14,041
1967
– –
-30,872
1968
– –
-94,181
1969
– –
-116,015
1970
– –
-21,169
1971
– –
-212,443
1972
– –
-21,943
1973
– –
-1,599
1974
– –
-152,700
1975
– –
-49,978
77 78
79
80 81