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
$4.97B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,385
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$57.4M
3
+$44M
4
AAPL icon
Apple
AAPL
+$36.8M
5
AMZN icon
Amazon
AMZN
+$31M

Top Sells

1
+$121M
2
+$32.1M
3
+$16.7M
4
BIIB icon
Biogen
BIIB
+$13M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 20.83%
2 Healthcare 10.42%
3 Consumer Discretionary 10.34%
4 Industrials 9.94%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-17,335
2002
– –
-26,266
2003
– –
-23,628
2004
– –
-49,904
2005
– –
-3,288
2006
– –
-17,445
2007
– –
-221,913
2008
– –
-25,440
2009
– –
-151,368
2010
– –
-130,010
2011
– –
-49,261
2012
– –
-19,557
2013
– –
-4,942
2014
– –
-56,399
2015
– –
-8,539
2016
– –
-52,388
2017
– –
-32,371
2018
– –
-2,267
2019
– –
-41,920
2020
– –
-5,677
2021
– –
-15,925
2022
– –
-17,554
2023
– –
-8,479
2024
– –
-21,320
2025
– –
-134,273
79 80
81
82 83