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
826
$33.8K ﹤0.01%
+307,653
827
$31K ﹤0.01%
+2,083
828
$30.3K ﹤0.01%
+950
829
$27.5K ﹤0.01%
+125,000
830
$24.7K ﹤0.01%
+240
831
$24.5K ﹤0.01%
+790
832
$22.6K ﹤0.01%
+1,293,750
833
$22.4K ﹤0.01%
+118,676
834
$22.2K ﹤0.01%
+524,436
835
$21K ﹤0.01%
+1,716
836
$20.2K ﹤0.01%
+367,932
837
$19.5K ﹤0.01%
+23
838
$19.1K ﹤0.01%
+781
839
$18.5K ﹤0.01%
+2,500
840
$17K ﹤0.01%
+188,790
841
$16.5K ﹤0.01%
+500
842
$15.8K ﹤0.01%
+524,933
843
$15.6K ﹤0.01%
+264,631
844
$15K ﹤0.01%
+100,000
845
$14.1K ﹤0.01%
+241
846
$13.7K ﹤0.01%
+29,480
847
$12.8K ﹤0.01%
+219,886
848
$11.8K ﹤0.01%
+1,630
849
$10.5K ﹤0.01%
+95,000
850
$9.38K ﹤0.01%
+1,473