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
751
$203K ﹤0.01%
+1,911
752
$202K ﹤0.01%
+4,950
753
$201K ﹤0.01%
+12,500
754
$199K ﹤0.01%
+18,090
755
$198K ﹤0.01%
+15,900
756
$197K ﹤0.01%
+5,000
757
$195K ﹤0.01%
+24,625
758
$192K ﹤0.01%
+10,439
759
$192K ﹤0.01%
+12,500
760
$189K ﹤0.01%
+57,270
761
$189K ﹤0.01%
+10,500
762
$186K ﹤0.01%
+7,500
763
$186K ﹤0.01%
+11,023
764
$175K ﹤0.01%
+13,200
765
$174K ﹤0.01%
+11,039
766
$174K ﹤0.01%
+4,271
767
$173K ﹤0.01%
+50,000
768
$171K ﹤0.01%
+8,500
769
$170K ﹤0.01%
+16,413
770
$167K ﹤0.01%
+14,872
771
$163K ﹤0.01%
+2,000
772
$161K ﹤0.01%
+6,634
773
$161K ﹤0.01%
+1,250
774
$158K ﹤0.01%
+11,760
775
$157K ﹤0.01%
+12,362
29 30
31
32 33