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
$2.71B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,298
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$15.6M
3
+$15.3M
4
AAPL icon
Apple
AAPL
+$15.3M
5
IR icon
Ingersoll Rand
IR
+$15.2M

Top Sells

1
+$12.3M
2
+$11.7M
3
+$11M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$9.84M
5
BAX icon
Baxter International
BAX
+$8.45M

Sector Composition

1 Technology 14.81%
2 Industrials 13.47%
3 Healthcare 12.7%
4 Consumer Discretionary 12.54%
5 Financials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-24,903
2002
– –
-5,893
2003
– –
-219,762
2004
– –
-28,400
2005
– –
-90,901
2006
– –
-1,375
2007
– –
-14,935
2008
– –
-31,457
2009
– –
-14,200
2010
– –
-22,700
2011
– –
-42,914
2012
– –
-13,225
2013
– –
-650
2014
– –
-2,852
2015
– –
-10,500
2016
– –
-2,957
2017
– –
-46,800
2018
– –
-12,188
2019
– –
-7,093
2020
– –
-11,000
2021
– –
-378,353
2022
– –
-73,880
2023
– –
-21,200
2024
– –
-9,216
2025
– –
-11,718
79 80
81
82 83