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
401
$1.19M 0.01%
+8,497
402
$1.18M 0.01%
+500,000
403
$1.17M 0.01%
+3,529
404
$1.16M 0.01%
+51,316
405
$1.16M 0.01%
+3,993,356
406
$1.15M 0.01%
+19,699
407
$1.15M 0.01%
+40,902
408
$1.15M 0.01%
+609,049
409
$1.14M 0.01%
+5,285
410
$1.14M 0.01%
+5,383
411
$1.14M 0.01%
+12,445
412
$1.13M 0.01%
+15,177
413
$1.12M 0.01%
+38,033
414
$1.12M 0.01%
+24,823
415
$1.11M 0.01%
+30,400
416
$1.11M 0.01%
+8,171
417
$1.11M 0.01%
+51,913
418
$1.1M 0.01%
+10,873
419
$1.1M 0.01%
+15,520
420
$1.09M 0.01%
+42,000
421
$1.09M 0.01%
+7,500
422
$1.09M 0.01%
+100,000
423
$1.09M 0.01%
+24,700
424
$1.08M 0.01%
+5,063
425
$1.08M 0.01%
+37,523
15 16
17
18 19