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
776
$507K ﹤0.01%
2,762
-9,209
777
$504K ﹤0.01%
+11,339
778
$503K ﹤0.01%
3,806
+345
779
$502K ﹤0.01%
2,364
-16,138
780
$500K ﹤0.01%
+5,694
781
$500K ﹤0.01%
3,920
782
$500K ﹤0.01%
+3,518
783
$500K ﹤0.01%
+6,611
784
$497K ﹤0.01%
19,465
-535
785
$496K ﹤0.01%
+18,392
786
$495K ﹤0.01%
+22,499
787
$494K ﹤0.01%
245,952
+150,000
788
$493K ﹤0.01%
24,308
-7,696
789
$484K ﹤0.01%
2,084
-1,211
790
$481K ﹤0.01%
+4,958
791
$477K ﹤0.01%
50,000
+18,000
792
$473K ﹤0.01%
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793
$473K ﹤0.01%
+7,800
794
$473K ﹤0.01%
+40,000
795
$473K ﹤0.01%
20,500
796
$470K ﹤0.01%
+1,452
797
$469K ﹤0.01%
5,200
-12,541
798
$469K ﹤0.01%
3,206
+2,024
799
$462K ﹤0.01%
+20,850
800
$460K ﹤0.01%
85,868
30 31
32
33 34