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 14.61%
2 Industrials 13.68%
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
– –
-18,545
2002
– –
-2,646
2003
– –
-83,207
2004
– –
-171,905
2005
– –
-2,244
2006
– –
-14,312
2007
– –
-16,748
2008
– –
-21,000
2009
– –
-65,370
2010
– –
-28,938
2011
– –
-1,043
2012
– –
-18,135
2013
– –
-93,371
2014
– –
-78,199
2015
– –
-4,322
2016
– –
-26,268
2017
– –
-24,064
2018
– –
-29,331
2019
– –
-50,654
2020
– –
-12,543
2021
– –
-18,836
2022
– –
-20,000
2023
– –
-227,400
2024
– –
-18,831
2025
– –
-1,950
79 80
81
82 83