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
2351
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-26,092
2352
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-22,445
2353
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-4,519
2354
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-896
2355
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-3,251
2356
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-5,361
2357
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-14,471
2358
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-14,012
2359
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-1,182
2360
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-17,637
2361
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-7,050
2362
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-45,608
2363
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-4,971
2364
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-16,542
2365
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-1,749
2366
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-36,159
2367
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-156,793
2368
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-5,842
2369
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-14,945
2370
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-1,871
2371
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-5,300
2372
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-18,513
2373
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-24,582
2374
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-41,135
2375
– –
-25,900
92 93 94
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