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
$6.37B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,607
New
Increased
Reduced
Closed

Top Buys

1
+$942M
2
+$145M
3
+$89.5M
4
LCA
Landcadia Holdings IV, Inc. Class A Common Stock
LCA
+$65M
5
CZA icon
Invesco Zacks Mid-Cap ETF
CZA
+$52.5M

Top Sells

1
+$72.5M
2
+$71.9M
3
+$44.5M
4
AAPL icon
Apple
AAPL
+$43.8M
5
ICPT
Intercept Pharmaceuticals, Inc.
ICPT
+$37.1M

Sector Composition

1 Healthcare 15.25%
2 Technology 9.64%
3 Industrials 6.63%
4 Financials 5.96%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.17M 0.01%
7,800
527
$1.16M 0.01%
+14,135
528
$1.16M 0.01%
8,375
-64,125
529
$1.16M 0.01%
+19,250
530
$1.16M 0.01%
+24,000
531
$1.15M 0.01%
55,094
+29,131
532
$1.15M 0.01%
3,021
+1,021
533
$1.15M 0.01%
4,448
+934
534
$1.14M 0.01%
7,891
-19,229
535
$1.14M 0.01%
4,199
+699
536
$1.14M 0.01%
12,241
-37,633
537
$1.14M 0.01%
28,000
+1,900
538
$1.14M 0.01%
31,500
-3,584
539
$1.14M 0.01%
10,200
-15,400
540
$1.14M 0.01%
20,959
-73,000
541
$1.13M 0.01%
5,600
+2,800
542
$1.13M 0.01%
+3,174
543
$1.12M 0.01%
+20,600
544
$1.12M 0.01%
3,856
-1,055
545
$1.12M 0.01%
32,967
+17,705
546
$1.12M 0.01%
+5,500
547
$1.11M 0.01%
+7,000
548
$1.11M 0.01%
68,000
+43,330
549
$1.11M 0.01%
+15,446
550
$1.1M 0.01%
+15,290
20 21
22
23 24