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
$826M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$7.99M
3
+$5.71M
4
FANG icon
Diamondback Energy
FANG
+$4.23M
5
OIH icon
VanEck Oil Services ETF
OIH
+$3.99M

Top Sells

1
+$162M
2
+$9.46M
3
+$6.37M
4
WPX
WPX Energy, Inc.
WPX
+$6.27M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.93M

Sector Composition

1 Consumer Staples 49.99%
2 Energy 7.61%
3 Industrials 6.57%
4 Consumer Discretionary 6.45%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-32,485
52
– –
-137,729
53
– –
-552,095
54
– –
-77,760
55
– –
-78,457
56
– –
-19,553
1 2
3