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
$5.84B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$750M
2
+$562M
3
+$389M
4
AAPL icon
Apple
AAPL
+$260M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$184M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 20.12%
2 Technology 9.43%
3 Healthcare 8.68%
4 Industrials 6.29%
5 Financials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$230K ﹤0.01%
+13,787
727
$229K ﹤0.01%
+19,861
728
$229K ﹤0.01%
+7,639
729
$228K ﹤0.01%
+2,160
730
$227K ﹤0.01%
+1,793
731
$225K ﹤0.01%
+4,812
732
$223K ﹤0.01%
+5,741
733
$222K ﹤0.01%
+6,314
734
$220K ﹤0.01%
+65,000
735
$219K ﹤0.01%
+4,914
736
$218K ﹤0.01%
+1,059
737
$217K ﹤0.01%
+100,000
738
$215K ﹤0.01%
+46,700
739
$215K ﹤0.01%
+1,865
740
$211K ﹤0.01%
+1,485
741
$210K ﹤0.01%
+1,988
742
$209K ﹤0.01%
+3,740
743
$208K ﹤0.01%
+3,237
744
$208K ﹤0.01%
+4,280
745
$208K ﹤0.01%
+3,037
746
$207K ﹤0.01%
+5,914
747
$206K ﹤0.01%
+9,466
748
$206K ﹤0.01%
+2,500
749
$205K ﹤0.01%
+1,115
750
$205K ﹤0.01%
+50,000
28 29
30
31 32