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
376
$1.44M 0.01%
+27,678
377
$1.43M 0.01%
+20,000
378
$1.42M 0.01%
+25,260
379
$1.37M 0.01%
+3,427
380
$1.37M 0.01%
+19,714
381
$1.37M 0.01%
+252,407
382
$1.36M 0.01%
+29,301
383
$1.35M 0.01%
+15,176
384
$1.35M 0.01%
+11,000
385
$1.33M 0.01%
+8,850
386
$1.32M 0.01%
+6,453
387
$1.31M 0.01%
+26,024
388
$1.3M 0.01%
+26,317
389
$1.3M 0.01%
+1,828
390
$1.28M 0.01%
+364,032
391
$1.28M 0.01%
+32,278
392
$1.27M 0.01%
+15,447
393
$1.27M 0.01%
+10,213
394
$1.27M 0.01%
+227,816
395
$1.26M 0.01%
+15,056
396
$1.25M 0.01%
+25,887
397
$1.22M 0.01%
+2,822
398
$1.22M 0.01%
+8,410
399
$1.2M 0.01%
+19,645
400
$1.19M 0.01%
+45,189
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