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
451
$961K 0.01%
+665
452
$960K 0.01%
+9,114
453
$960K 0.01%
+3,174
454
$949K 0.01%
+9,350
455
$949K 0.01%
+17,800
456
$947K 0.01%
+27,879
457
$940K 0.01%
+6,363
458
$939K 0.01%
+14,850
459
$930K 0.01%
+11,051
460
$926K 0.01%
+10,851
461
$924K 0.01%
+104,223
462
$922K 0.01%
+8,176
463
$921K 0.01%
+18,869
464
$920K 0.01%
+15,000
465
$914K 0.01%
+5,204
466
$907K 0.01%
+5,714
467
$905K 0.01%
+2,730
468
$878K 0.01%
+27,025
469
$872K 0.01%
+4,577
470
$862K 0.01%
+4,960
471
$859K 0.01%
+13,100
472
$857K 0.01%
+56,928
473
$855K 0.01%
+84,100
474
$849K 0.01%
+104,780
475
$848K 0.01%
+3,850
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