JFG

Jefferies Financial Group Portfolio holdings

AUM $8.2B
1-Year Est. Return 41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41%
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
+$151M
2
+$80M
3
+$77.4M
4
BSX icon
Boston Scientific
BSX
+$47.4M
5
ABBV icon
AbbVie
ABBV
+$35.8M

Top Sells

1
+$68.2M
2
+$56M
3
+$51.7M
4
MRNA icon
Moderna
MRNA
+$48.7M
5
NVDA icon
NVIDIA
NVDA
+$46.4M

Sector Composition

1 Healthcare 20.58%
2 Technology 8.69%
3 Energy 8.39%
4 Industrials 7.11%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$10.5K ﹤0.01%
150,000
927
$7.78K ﹤0.01%
90
-6,500
928
$97 ﹤0.01%
1
-3,087
929
– –
-21,015
930
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-48,900
931
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-570
932
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0
933
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-695
934
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-8,136
935
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-10,000
936
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-10,971
937
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-85,397
938
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-42,525
939
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940
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941
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942
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943
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944
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945
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946
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947
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-8,291
948
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-35,000
949
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950
– –
-19,000
36 37
38
39 40