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 20.87%
2 Healthcare 10.42%
3 Consumer Discretionary 10.34%
4 Industrials 9.9%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-222,517
2052
– –
-12,900
2053
– –
-11,728
2054
– –
-18,630
2055
– –
-37,915
2056
– –
-17,033
2057
– –
-39,500
2058
– –
-55,895
2059
– –
-287,631
2060
– –
-1,235
2061
– –
-27,008
2062
– –
-29,470
2063
– –
-43,447
2064
– –
-3,438
2065
– –
-16,061
2066
– –
-17,335
2067
– –
-26,266
2068
– –
-10,332
2069
– –
-2,700
2070
– –
-52,554
2071
– –
-14,021
2072
– –
-4,200
2073
– –
-3,768
2074
– –
-11,200
2075
– –
-492,835
81 82
83
84 85