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
1976
– –
-42,200
1977
– –
-32,990
1978
– –
-4,329
1979
– –
-45
1980
– –
-14,502
1981
– –
-18,339
1982
– –
-10,399
1983
– –
-3,941
1984
– –
-220,300
1985
– –
-2,136
1986
– –
-49,100
1987
– –
-3,745
1988
– –
-8,693
1989
– –
-62,063
1990
– –
-8,547
1991
– –
-36,632
1992
– –
-30,277
1993
– –
-4,697
1994
– –
-2,088
1995
– –
-20,772
1996
– –
-17,849
1997
– –
-2,808
1998
– –
-9,321
1999
– –
-6,382
2000
– –
-7,283
78 79
80
81 82