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
276
$2.4M 0.02%
+285,110
277
$2.35M 0.02%
+12,970
278
$2.35M 0.02%
+263,137
279
$2.35M 0.02%
+127,200
280
$2.33M 0.02%
+5,700
281
$2.32M 0.02%
+42,005
282
$2.31M 0.02%
+26,363
283
$2.27M 0.02%
+81,000
284
$2.27M 0.02%
+497,000
285
$2.26M 0.02%
+17,800
286
$2.25M 0.02%
+29,377
287
$2.22M 0.02%
+12,604
288
$2.22M 0.02%
+18,975
289
$2.21M 0.02%
+9,140
290
$2.19M 0.02%
+44,249
291
$2.19M 0.02%
+11,000
292
$2.18M 0.02%
+128,983
293
$2.17M 0.02%
+75,698
294
$2.17M 0.02%
+55,748
295
$2.16M 0.02%
+7,488
296
$2.13M 0.01%
+62,417
297
$2.11M 0.01%
+20,000
298
$2.1M 0.01%
+27,730
299
$2.1M 0.01%
+32,877
300
$2.1M 0.01%
+88,000
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