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 20.87%
2 Healthcare 10.42%
3 Consumer Discretionary 10.34%
4 Industrials 9.9%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-392,663
2002
– –
-15,939
2003
– –
-21,000
2004
– –
-50,300
2005
– –
-525
2006
– –
-18,851
2007
– –
-6,117
2008
– –
-30,670
2009
– –
-9,310
2010
– –
-21,926
2011
– –
-34,457
2012
– –
-5,188
2013
– –
-67,665
2014
– –
-11,732
2015
– –
-12,078
2016
– –
-12,300
2017
– –
-12,966
2018
– –
-9,400
2019
– –
-12,647
2020
– –
-86,657
2021
– –
-109,500
2022
– –
-13,869
2023
– –
-102,478
2024
– –
-11,386
2025
– –
-35,890
79 80
81
82 83