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
2001
– –
-2,851
2002
– –
-21,746
2003
– –
-15,954
2004
– –
-10,141
2005
– –
-4,667
2006
– –
-173,545
2007
– –
-8,529
2008
– –
-10,494
2009
– –
-1,990
2010
– –
-3,212
2011
– –
-10,670
2012
– –
-32,779
2013
– –
-14,400
2014
– –
-29,260
2015
– –
-1,420
2016
– –
-744
2017
– –
-7,992
2018
– –
-27,763
2019
– –
-13,483
2020
– –
-62,563
2021
– –
-31,497
2022
– –
-10,590
2023
– –
-26,693
2024
– –
-124,140
2025
– –
-45,563
79 80
81
82 83