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
576
$1.13M 0.01%
+6,390
577
$1.12M 0.01%
+46,129
578
$1.12M 0.01%
5,250
+1,845
579
$1.12M 0.01%
7,074
-49
580
$1.12M 0.01%
3,274
581
$1.11M 0.01%
3,950
-3,112
582
$1.11M 0.01%
+16,506
583
$1.11M 0.01%
14,133
+1,090
584
$1.11M 0.01%
+11,023
585
$1.09M 0.01%
16,210
-1,515
586
$1.08M 0.01%
8,572
-37,529
587
$1.08M 0.01%
9,192
-7,830
588
$1.08M 0.01%
3,856
+35
589
$1.08M 0.01%
24,014
-11,281
590
$1.08M 0.01%
18,252
+8,282
591
$1.08M 0.01%
+19,733
592
$1.08M 0.01%
+15,034
593
$1.05M 0.01%
+20,000
594
$1.05M 0.01%
+25,799
595
$1.05M 0.01%
+79,269
596
$1.04M 0.01%
+14,039
597
$1.03M 0.01%
16,517
-857,691
598
$1.03M 0.01%
+19,624
599
$1.03M 0.01%
+18,240
600
$1.03M 0.01%
122,000
+14,693
22 23
24
25 26