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
2251
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-4,000
2252
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-18,300
2253
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-149,413
2254
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-31,026
2255
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2256
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2257
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-116
2258
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-24,830
2259
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-14,871
2260
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-11,700
2261
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-33,652
2262
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-60,117
2263
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-21,910
2264
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-27,217
2265
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-13,200
2266
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-8,912
2267
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-20,455
2268
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2269
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2270
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-231,841
2271
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-52,635
2272
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-15,593
2273
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-16,000
2274
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-16,200
2275
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-41,670
89 90
91
92 93