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 20.83%
2 Healthcare 10.42%
3 Consumer Discretionary 10.34%
4 Industrials 9.94%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-28,253
2052
– –
-2,250
2053
– –
-38,468
2054
– –
-28,421
2055
– –
-21,654
2056
– –
-12,399
2057
– –
-11,597
2058
– –
-58,464
2059
– –
-96,618
2060
– –
-1,259
2061
– –
-75,769
2062
– –
-39,668
2063
– –
-159,503
2064
– –
-4,362
2065
– –
-11,466
2066
– –
-6,045
2067
– –
-34,393
2068
– –
-44,117
2069
– –
-7,700
2070
– –
-201,365
2071
– –
-10,536
2072
– –
-29,050
2073
– –
-10,946
2074
– –
-7,818
2075
– –
-1,662
81 82
83
84 85