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 13.9%
2 Healthcare 12.79%
3 Industrials 11.68%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-16,284
2002
– –
-3,000
2003
– –
-4,670
2004
– –
-12,958
2005
– –
-18,124
2006
– –
-12,800
2007
– –
-102,018
2008
– –
-12,995
2009
– –
-3,074
2010
– –
-5,783
2011
– –
-13,952
2012
– –
-25,001
2013
– –
-3,809
2014
– –
-15,300
2015
– –
-21,600
2016
– –
-250,430
2017
– –
-7,766
2018
– –
-1,240
2019
– –
-1,126
2020
– –
-17,300
2021
– –
-22,830
2022
– –
-19,010
2023
– –
-23,202
2024
– –
-68,756
2025
– –
-65,402
79 80
81
82 83