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
$4.76B
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$93.6M
2
+$84.2M
3
+$28.8M
4
AVGO icon
Broadcom
AVGO
+$25.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23.9M

Top Sells

1
+$163M
2
+$156M
3
+$119M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.8M
5
PLTR icon
Palantir
PLTR
+$47.8M

Sector Composition

1 Technology 17.53%
2 Consumer Discretionary 12.72%
3 Financials 11.5%
4 Industrials 11.26%
5 Healthcare 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-14,408
2002
– –
-32,672
2003
– –
-10,269
2004
– –
-22,147
2005
– –
-5,949
2006
– –
-11,928
2007
– –
-4,167
2008
– –
-11,507
2009
– –
-63,294
2010
– –
-19,626
2011
– –
-22,310
2012
– –
-76,564
2013
– –
-32,407
2014
– –
-1,261
2015
– –
-97,514
2016
– –
-112,896
2017
– –
-8,381
2018
– –
-17,800
2019
– –
-13,536
2020
– –
-1,008,388
2021
– –
-67,858
2022
– –
-4,461
2023
– –
-13,145
2024
– –
-57,405
2025
– –
-10,000
79 80
81
82 83