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
326
$1.89M 0.01%
+57,185
327
$1.89M 0.01%
+7,055
328
$1.87M 0.01%
+9,043
329
$1.87M 0.01%
+28,454
330
$1.87M 0.01%
+185,392
331
$1.86M 0.01%
+9,946
332
$1.86M 0.01%
+100,170
333
$1.86M 0.01%
+44,280
334
$1.85M 0.01%
+7,400
335
$1.82M 0.01%
+27,065
336
$1.8M 0.01%
+13,910
337
$1.8M 0.01%
+20,309
338
$1.78M 0.01%
+7,000
339
$1.74M 0.01%
+12,870
340
$1.74M 0.01%
+10,049
341
$1.73M 0.01%
+14,511
342
$1.72M 0.01%
+20,200
343
$1.71M 0.01%
+4,399
344
$1.7M 0.01%
+69,037
345
$1.7M 0.01%
+11,600
346
$1.69M 0.01%
+33,147
347
$1.69M 0.01%
+18,767
348
$1.69M 0.01%
+168,008
349
$1.68M 0.01%
+50,010
350
$1.68M 0.01%
+183,759
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