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 13.9%
2 Healthcare 12.79%
3 Industrials 11.68%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
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-4,291
2327
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-3,939
2328
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-5,363
2329
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-2,744
2330
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2331
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-77,960
2332
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-4,775
2333
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-70,031
2334
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-123,903
2335
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-3,822
2336
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-19,734
2337
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-42,488
2338
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-136,000
2339
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-10,339
2340
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2341
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-60,863
2342
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2343
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2344
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2345
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-3,430
2346
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-38,230
2347
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-65,349
2348
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-15,989
2349
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-4,046
2350
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-216,301
92 93
94
95 96