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
1976
– –
-116,015
1977
– –
-21,169
1978
– –
-212,443
1979
– –
-21,943
1980
– –
-152,700
1981
– –
-49,978
1982
– –
-16,487
1983
– –
-8,841
1984
– –
-35,441
1985
– –
-10,649
1986
– –
-16,338
1987
– –
-137,423
1988
– –
-30,200
1989
– –
-63,020
1990
– –
-10,446
1991
– –
-89,865
1992
– –
-471,288
1993
– –
-38,115
1994
– –
-1,916
1995
– –
-15,800
1996
– –
-21,099
1997
– –
-14,032
1998
– –
-36,500
1999
– –
-47,334
2000
– –
-26,817
78 79
80
81 82