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
$8.96B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,583
New
Increased
Reduced
Closed

Top Buys

1
+$374M
2
+$349M
3
+$302M
4
MSFT icon
Microsoft
MSFT
+$261M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$152M

Top Sells

1
+$328M
2
+$111M
3
+$95.2M
4
AMGN icon
Amgen
AMGN
+$69.4M
5
SHEL icon
Shell
SHEL
+$53.7M

Sector Composition

1 Healthcare 15.86%
2 Technology 15.22%
3 Consumer Discretionary 10.36%
4 Financials 7.64%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.46M 0.01%
55,436
+55,201
527
$1.44M 0.01%
268,410
528
$1.44M 0.01%
+52,472
529
$1.44M 0.01%
7,249
+91
530
$1.44M 0.01%
27,136
-11,807
531
$1.43M 0.01%
27,511
-22,421
532
$1.43M 0.01%
+9,200
533
$1.42M 0.01%
58,251
+8,251
534
$1.41M 0.01%
150,037
+138,047
535
$1.41M 0.01%
+16,285
536
$1.4M 0.01%
+28,909
537
$1.4M 0.01%
27,409
-3,597
538
$1.38M 0.01%
31,490
+16,169
539
$1.36M 0.01%
21,510
-1,251
540
$1.36M 0.01%
+22,702
541
$1.34M 0.01%
2,595
-92
542
$1.34M 0.01%
+129,103
543
$1.33M 0.01%
14,667
-47,258
544
$1.33M 0.01%
+10,168
545
$1.32M 0.01%
+19,620
546
$1.32M 0.01%
9,599
+7,448
547
$1.3M 0.01%
+10,493
548
$1.3M 0.01%
16,650
-1,150
549
$1.28M 0.01%
14,919
-4,315
550
$1.28M 0.01%
7,799
+6,276
20 21
22
23 24