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
826
$243K ﹤0.01%
+7,040
827
$243K ﹤0.01%
2,755
-21,245
828
$243K ﹤0.01%
30,000
829
$242K ﹤0.01%
+5,000
830
$241K ﹤0.01%
+2,816
831
$240K ﹤0.01%
+8,291
832
$239K ﹤0.01%
55,000
-5,000
833
$235K ﹤0.01%
16,407
834
$235K ﹤0.01%
+1,173
835
$234K ﹤0.01%
+3,201
836
$233K ﹤0.01%
+10,002
837
$233K ﹤0.01%
+1,684
838
$232K ﹤0.01%
9,754
839
$232K ﹤0.01%
+2,628
840
$230K ﹤0.01%
3,466
-1,164
841
$230K ﹤0.01%
+3,035
842
$230K ﹤0.01%
+9,000
843
$229K ﹤0.01%
+495
844
$227K ﹤0.01%
+8,322
845
$226K ﹤0.01%
1,505
-3,095
846
$225K ﹤0.01%
+10,156
847
$225K ﹤0.01%
1,265
-6,133
848
$224K ﹤0.01%
524
-10,091
849
$223K ﹤0.01%
2,808
-3,432
850
$222K ﹤0.01%
872
-24,119
32 33
34
35 36