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
$4.88B
AUM Growth
-$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$119M
3
+$106M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$34M
5
LLY icon
Eli Lilly
LLY
+$25.7M

Top Sells

1
+$213M
2
+$109M
3
+$84.7M
4
MSFT icon
Microsoft
MSFT
+$77.5M
5
AMZN icon
Amazon
AMZN
+$65.5M

Sector Composition

1 Technology 14.53%
2 Industrials 11.41%
3 Financials 11.17%
4 Consumer Discretionary 10.93%
5 Healthcare 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-37,471
2002
– –
-124,100
2003
– –
-6,191
2004
– –
-17,000
2005
– –
-107,315
2006
– –
-34,821
2007
– –
-28,743
2008
– –
-134,300
2009
– –
-22,700
2010
– –
-7,951
2011
– –
-32,474
2012
– –
-6,184
2013
– –
-7,700
2014
– –
-2,721
2015
– –
-13,955
2016
– –
-6,638
2017
– –
-2,148
2018
– –
-19,000
2019
– –
-7,464
2020
– –
-16,522
2021
– –
-7,420
2022
– –
-13,602
2023
– –
-16,077
2024
– –
-10,500
2025
– –
-18,794
79 80
81
82 83