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
$5.09B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$94.9M
3
+$84.1M
4
BSX icon
Boston Scientific
BSX
+$49.9M
5
ABBV icon
AbbVie
ABBV
+$37.1M

Top Sells

1
+$70.5M
2
+$58.1M
3
+$56.6M
4
DAL icon
Delta Air Lines
DAL
+$53M
5
MRNA icon
Moderna
MRNA
+$45.7M

Sector Composition

1 Healthcare 20.58%
2 Technology 8.7%
3 Energy 8.39%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$304K ﹤0.01%
+11,215
777
$301K ﹤0.01%
+6,089
778
$300K ﹤0.01%
3,643
-8,757
779
$296K ﹤0.01%
21,030
+2,749
780
$288K ﹤0.01%
+4,434
781
$288K ﹤0.01%
38
-64
782
$288K ﹤0.01%
1,361
-15,067
783
$286K ﹤0.01%
5,280
-6,220
784
$286K ﹤0.01%
+10,060
785
$285K ﹤0.01%
+4,728
786
$284K ﹤0.01%
+7,697
787
$281K ﹤0.01%
+2,700
788
$280K ﹤0.01%
120,651
789
$277K ﹤0.01%
+2,076
790
$276K ﹤0.01%
2,567
-13,378
791
$271K ﹤0.01%
+8,419
792
$270K ﹤0.01%
5,010
-52,690
793
$270K ﹤0.01%
2,506
-82
794
$270K ﹤0.01%
+2,952
795
$270K ﹤0.01%
+2,325
796
$269K ﹤0.01%
+3,671
797
$268K ﹤0.01%
+2,026
798
$268K ﹤0.01%
+3,288
799
$268K ﹤0.01%
+13,252
800
$268K ﹤0.01%
+1,611
30 31
32
33 34