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
– –
-2,263
2027
– –
-23,801
2028
– –
-26,696
2029
– –
-12,256
2030
– –
-12,900
2031
– –
-19,097
2032
– –
-29,224
2033
– –
-25,644
2034
– –
-63,213
2035
– –
-49,943
2036
– –
-42,174
2037
– –
-3,222
2038
– –
-61,973
2039
– –
-13,217
2040
– –
-11,144
2041
– –
-12,059
2042
– –
-22,073
2043
– –
-86,431
2044
– –
-14,692
2045
– –
-114,900
2046
– –
-19,723
2047
– –
-171,908
2048
– –
-2,992
2049
– –
-191,822
2050
– –
-561,143
80 81
82
83 84