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
2026
– –
-8,755
2027
– –
-13,602
2028
– –
-16,077
2029
– –
-10,500
2030
– –
-18,794
2031
– –
-19,400
2032
– –
-15,231
2033
– –
-1,787
2034
– –
-118,021
2035
– –
-33,150
2036
– –
-2,263
2037
– –
-4,515
2038
– –
-5,604
2039
– –
-81,675
2040
– –
-953
2041
– –
-14,622
2042
– –
-36,175
2043
– –
-11,706
2044
– –
-19,950
2045
– –
-23,801
2046
– –
-26,696
2047
– –
-12,256
2048
– –
-12,900
2049
– –
-19,097
2050
– –
-29,224
80 81
82
83 84