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
876
$338K ﹤0.01%
3,202
-1,800
877
$338K ﹤0.01%
+6,250
878
$338K ﹤0.01%
+2,392
879
$338K ﹤0.01%
30,000
880
$337K ﹤0.01%
3,784
881
$333K ﹤0.01%
2,164
-2,367
882
$332K ﹤0.01%
+15,048
883
$330K ﹤0.01%
9,158
-369,178
884
$330K ﹤0.01%
2,066
+577
885
$329K ﹤0.01%
3,857
-513
886
$329K ﹤0.01%
+7,900
887
$327K ﹤0.01%
11,952
-31,699
888
$327K ﹤0.01%
+1,366
889
$326K ﹤0.01%
918
-6,525
890
$322K ﹤0.01%
+20,000
891
$321K ﹤0.01%
12,703
+1,410
892
$320K ﹤0.01%
86,150
893
$319K ﹤0.01%
10,177
894
$318K ﹤0.01%
19,115
-1,354
895
$318K ﹤0.01%
+3,172
896
$318K ﹤0.01%
+25,000
897
$313K ﹤0.01%
2,383
-136
898
$313K ﹤0.01%
+5,310
899
$305K ﹤0.01%
+16,443
900
$305K ﹤0.01%
34,074
+14,518
34 35
36
37 38