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
701
$706K ﹤0.01%
+10,319
702
$693K ﹤0.01%
7,000
-9,211
703
$693K ﹤0.01%
348
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705
$686K ﹤0.01%
3,728
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$685K ﹤0.01%
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$685K ﹤0.01%
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708
$684K ﹤0.01%
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709
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30,990
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710
$679K ﹤0.01%
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18,174
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712
$676K ﹤0.01%
4,730
-14,580
713
$669K ﹤0.01%
+4,020
714
$668K ﹤0.01%
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$668K ﹤0.01%
11,943
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21,184
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$663K ﹤0.01%
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719
$659K ﹤0.01%
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720
$658K ﹤0.01%
9,749
-2,416
721
$657K ﹤0.01%
6,600
-2,473
722
$651K ﹤0.01%
+7,687
723
$649K ﹤0.01%
9,509
-80,940
724
$649K ﹤0.01%
9,427
-3,108
725
$646K ﹤0.01%
8,000
-36,000
27 28
29
30 31