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
551
$1.09M 0.01%
+3,436
552
$1.09M 0.01%
+40,289
553
$1.08M 0.01%
+32,013
554
$1.07M 0.01%
+32,144
555
$1.06M 0.01%
10,700
+5,744
556
$1.06M 0.01%
+10,000
557
$1.05M 0.01%
11,035
-144,789
558
$1.04M 0.01%
+52,881
559
$1.04M 0.01%
+11,000
560
$1.04M 0.01%
+21,500
561
$1.04M 0.01%
10,038
-28,162
562
$1.03M 0.01%
15,500
+3,900
563
$1.03M 0.01%
+268,410
564
$1.03M 0.01%
+11,015
565
$1.03M 0.01%
3,305
-3,048
566
$1.03M 0.01%
23,591
+18,546
567
$1.03M 0.01%
8,400
-3,283
568
$1.02M 0.01%
+22,703
569
$1.02M 0.01%
3,929
-5,561
570
$1.02M 0.01%
+35,108
571
$1.01M 0.01%
+3,500
572
$1.01M 0.01%
8,244
-6,256
573
$1.01M 0.01%
68,066
+28,382
574
$1M 0.01%
16,669
-3,320
575
$1M 0.01%
2,042
-259
21 22
23
24 25