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
301
$2.09M 0.01%
+54,439
302
$2.08M 0.01%
+10,000
303
$2.08M 0.01%
+114,654
304
$2.05M 0.01%
+25,607
305
$2.03M 0.01%
+21,301
306
$2.01M 0.01%
+10,736
307
$2M 0.01%
+4,389
308
$2M 0.01%
+175,000
309
$2M 0.01%
+14,898
310
$1.99M 0.01%
+30,387
311
$1.99M 0.01%
+118,177
312
$1.98M 0.01%
+52,167
313
$1.98M 0.01%
+19,743
314
$1.98M 0.01%
+38,359
315
$1.97M 0.01%
+494,764
316
$1.96M 0.01%
+70,000
317
$1.94M 0.01%
+100,000
318
$1.93M 0.01%
+16,731
319
$1.93M 0.01%
+25,010
320
$1.93M 0.01%
+15,800
321
$1.92M 0.01%
+2,867,044
322
$1.92M 0.01%
+3,047
323
$1.91M 0.01%
+209,474
324
$1.9M 0.01%
+66,446
325
$1.9M 0.01%
+51,200
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