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
$2.69B
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,379
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$25.4M
3
+$25.2M
4
NEE icon
NextEra Energy
NEE
+$16.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.3M

Top Sells

1
+$26M
2
+$21.8M
3
+$15.6M
4
IR icon
Ingersoll Rand
IR
+$14.4M
5
V icon
Visa
V
+$11.9M

Sector Composition

1 Technology 13.95%
2 Healthcare 12.79%
3 Industrials 11.63%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
– –
-28,192
2127
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-15,029
2128
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-2,956
2129
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-23,204
2130
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-15,000
2131
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-59,032
2132
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-32,707
2133
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-15,600
2134
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-23,292
2135
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-15,994
2136
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-28,828
2137
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-4,513
2138
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-24,257
2139
– –
-69,000
2140
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-51,215
2141
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-987
2142
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-74,833
2143
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-23,583
2144
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-19,734
2145
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-95,417
2146
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-6,118
2147
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-84,900
2148
– –
-42,488
2149
– –
-136,000
2150
– –
-10,600
84 85
86
87 88