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
676
$778K ﹤0.01%
+55,000
677
$770K ﹤0.01%
1,453
+1,119
678
$769K ﹤0.01%
2,653
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679
$768K ﹤0.01%
3,028
-12,487
680
$765K ﹤0.01%
+4,435
681
$762K ﹤0.01%
+52,221
682
$760K ﹤0.01%
+3,200
683
$760K ﹤0.01%
3,053
-17,271
684
$756K ﹤0.01%
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685
$755K ﹤0.01%
2,977
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686
$754K ﹤0.01%
8,163
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687
$753K ﹤0.01%
+68,181
688
$752K ﹤0.01%
26,846
-65,511
689
$750K ﹤0.01%
5,722
-4,278
690
$750K ﹤0.01%
4,430
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$741K ﹤0.01%
5,733
692
$736K ﹤0.01%
12,093
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693
$727K ﹤0.01%
7,492
694
$725K ﹤0.01%
17,326
695
$723K ﹤0.01%
3,198
-165
696
$723K ﹤0.01%
18,136
-3,644
697
$719K ﹤0.01%
+10,673
698
$711K ﹤0.01%
5,423
-72,965
699
$709K ﹤0.01%
2,127
+427
700
$708K ﹤0.01%
16,926
-11,498
26 27
28
29 30