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
351
$1.67M 0.01%
+11,980
352
$1.65M 0.01%
+160,611
353
$1.65M 0.01%
+425,560
354
$1.64M 0.01%
+252,048
355
$1.64M 0.01%
+14,362
356
$1.58M 0.01%
+20,001
357
$1.58M 0.01%
+37,500
358
$1.57M 0.01%
+77,785
359
$1.57M 0.01%
+31,582
360
$1.56M 0.01%
+82,826
361
$1.55M 0.01%
+24,471
362
$1.55M 0.01%
+5,883
363
$1.54M 0.01%
+16,512
364
$1.54M 0.01%
+53,940
365
$1.53M 0.01%
+18,200
366
$1.53M 0.01%
+170,466
367
$1.51M 0.01%
+18,563
368
$1.51M 0.01%
+47,867
369
$1.5M 0.01%
+14,348
370
$1.47M 0.01%
+4,731
371
$1.47M 0.01%
+563,189
372
$1.47M 0.01%
+11,138
373
$1.46M 0.01%
+55,166
374
$1.46M 0.01%
+32,141
375
$1.46M 0.01%
+20,648
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