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
851
$8.08K ﹤0.01%
+15,850
852
$8.02K ﹤0.01%
+200,000
853
$8.02K ﹤0.01%
+59
854
$6.94K ﹤0.01%
+90,479
855
$6K ﹤0.01%
+100,000
856
$5.9K ﹤0.01%
+42,151
857
$5.3K ﹤0.01%
+1,000,000
858
$3.9K ﹤0.01%
+500
859
$3.72K ﹤0.01%
+48,024
860
$3.64K ﹤0.01%
+12,134
861
$3.24K ﹤0.01%
+64,301
862
$3.1K ﹤0.01%
+100,000
863
$3.05K ﹤0.01%
+156,185
864
$3K ﹤0.01%
+18,348
865
$2.97K ﹤0.01%
+35,000
866
$2.69K ﹤0.01%
+65
867
$2.37K ﹤0.01%
+500
868
$2K ﹤0.01%
+20,000
869
$1.84K ﹤0.01%
+110
870
$1.83K ﹤0.01%
+26,100
871
$1.67K ﹤0.01%
+11
872
$1.64K ﹤0.01%
+10,000
873
$1.58K ﹤0.01%
+105,600
874
$1.42K ﹤0.01%
+18,900
875
$1.33K ﹤0.01%
+16,666
33 34
35
36 37