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 13.95%
2 Healthcare 12.79%
3 Industrials 11.63%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-10,567
1977
– –
-9,781
1978
– –
-711
1979
– –
-16,400
1980
– –
-11,227
1981
– –
-50,717
1982
– –
-8,100
1983
– –
-14,142
1984
– –
-10,524
1985
– –
-8,221
1986
– –
-63,921
1987
– –
-32,708
1988
– –
-19,500
1989
– –
-209,039
1990
– –
-54,155
1991
– –
-28,949
1992
– –
-164,611
1993
– –
-16,713
1994
– –
-20,600
1995
– –
-25,964
1996
– –
-30,828
1997
– –
-3,567
1998
– –
-4,844
1999
– –
-7,418
2000
– –
-11,395
78 79
80
81 82