JFG

Jefferies Financial Group Portfolio holdings

AUM $10.9B
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.84B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$750M
2
+$562M
3
+$389M
4
AAPL icon
Apple
AAPL
+$260M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$184M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 20.12%
2 Technology 9.43%
3 Healthcare 8.68%
4 Industrials 6.29%
5 Financials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.17M 0.02%
+46,690
227
$3.13M 0.02%
+32,000
228
$3.1M 0.02%
+14,934
229
$3.07M 0.02%
+36,744
230
$3.07M 0.02%
+103,950
231
$3.05M 0.02%
+12,384
232
$3.02M 0.02%
+20,160
233
$3.02M 0.02%
+206,410
234
$2.99M 0.02%
+35,663
235
$2.99M 0.02%
+27,224
236
$2.99M 0.02%
+17,861
237
$2.98M 0.02%
+30,307
238
$2.98M 0.02%
+125,000
239
$2.96M 0.02%
+38,200
240
$2.95M 0.02%
+370,719
241
$2.95M 0.02%
+46,997
242
$2.93M 0.02%
+39,100
243
$2.91M 0.02%
+75,200
244
$2.9M 0.02%
+174,488
245
$2.87M 0.02%
+175,118
246
$2.87M 0.02%
+63,700
247
$2.84M 0.02%
+125,300
248
$2.83M 0.02%
+101,159
249
$2.82M 0.02%
+12,785
250
$2.82M 0.02%
+286,667
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