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
251
$2.77M 0.02%
+55,256
252
$2.77M 0.02%
+286,781
253
$2.77M 0.02%
+137,866
254
$2.74M 0.02%
+11,525
255
$2.73M 0.02%
+32,075
256
$2.68M 0.02%
+35,347
257
$2.66M 0.02%
+250,000
258
$2.66M 0.02%
+16,850
259
$2.65M 0.02%
+87,200
260
$2.62M 0.02%
+94,250
261
$2.61M 0.02%
+111,375
262
$2.57M 0.02%
+105,162
263
$2.56M 0.02%
+150,000
264
$2.55M 0.02%
+10,711
265
$2.54M 0.02%
+17,300
266
$2.53M 0.02%
+61,363
267
$2.52M 0.02%
+136,661
268
$2.49M 0.02%
+21,214
269
$2.49M 0.02%
+3,800
270
$2.48M 0.02%
+250,000
271
$2.48M 0.02%
+208,527
272
$2.46M 0.02%
+36,321
273
$2.44M 0.02%
+244,839
274
$2.43M 0.02%
+50,020
275
$2.42M 0.02%
+5,201
9 10
11
12 13