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
876
$1.27K ﹤0.01%
+19,635
877
$1.26K ﹤0.01%
+18,614
878
$1.24K ﹤0.01%
+64,400
879
$1.2K ﹤0.01%
+110
880
$1.02K ﹤0.01%
+39,270
881
$952 ﹤0.01%
+31,627
882
$944 ﹤0.01%
+20
883
$911 ﹤0.01%
+40
884
$894 ﹤0.01%
+30,000
885
$834 ﹤0.01%
+33
886
$768 ﹤0.01%
+25,000
887
$625 ﹤0.01%
+25,000
888
$534 ﹤0.01%
+14,200
889
$501 ﹤0.01%
+10,151
890
$140 ﹤0.01%
+20,000
891
$4 ﹤0.01%
+13,333
892
– –
0
893
– –
0
894
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0
895
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0
896
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0
897
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0
898
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0
899
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0
900
– –
0
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