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
$5.09B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$94.9M
3
+$84.1M
4
BSX icon
Boston Scientific
BSX
+$49.9M
5
ABBV icon
AbbVie
ABBV
+$37.1M

Top Sells

1
+$70.5M
2
+$58.1M
3
+$56.6M
4
DAL icon
Delta Air Lines
DAL
+$53M
5
MRNA icon
Moderna
MRNA
+$45.7M

Sector Composition

1 Healthcare 20.58%
2 Technology 8.7%
3 Energy 8.39%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.48M 0.02%
7,058
-6,075
402
$1.48M 0.02%
250,000
+200,000
403
$1.48M 0.02%
6,550
-2,470
404
$1.47M 0.02%
+50,000
405
$1.46M 0.02%
+57,922
406
$1.45M 0.02%
+18,700
407
$1.45M 0.02%
+11,081
408
$1.45M 0.02%
3,867
-205
409
$1.44M 0.02%
26,035
-740
410
$1.44M 0.02%
67,071
411
$1.43M 0.02%
50,100
-2,621
412
$1.43M 0.02%
35,091
-800
413
$1.42M 0.02%
23,600
-30,616
414
$1.42M 0.02%
7,793
-70
415
$1.4M 0.01%
10,259
-10,498
416
$1.4M 0.01%
+132,500
417
$1.4M 0.01%
+9,000
418
$1.39M 0.01%
212,600
-39,347
419
$1.38M 0.01%
+77,000
420
$1.36M 0.01%
+5,961
421
$1.36M 0.01%
+12,504
422
$1.35M 0.01%
21,186
-15,151
423
$1.32M 0.01%
+21,900
424
$1.32M 0.01%
+1,466
425
$1.31M 0.01%
7,963
+41
15 16
17
18 19