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
2276
– –
-20,204
2277
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-16,107
2278
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-5,526
2279
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-20,943
2280
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-3,750
2281
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-116,655
2282
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-18,666
2283
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-9,300
2284
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-28,300
2285
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-83,700
2286
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-10,434
2287
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-17,300
2288
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-4,035
2289
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-8,069
2290
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-9,101
2291
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-12,069
2292
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-3,243
2293
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-6,274
2294
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-8,200
2295
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-25,100
2296
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-86,787
2297
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-6,097
2298
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-5,207
2299
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-13,471
2300
– –
-5,310
90 91
92
93 94