JFG

Jefferies Financial Group Portfolio holdings

AUM $12.2B
1-Year Est. Return 38.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$852M
AUM Growth
-$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$44.3M
3
+$14.4M
4
COP icon
ConocoPhillips
COP
+$13.2M
5
FANG icon
Diamondback Energy
FANG
+$12.1M

Top Sells

1
+$83.9M
2
+$65M
3
+$33.2M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$24.9M
5
AET
Aetna Inc
AET
+$24.1M

Sector Composition

1 Consumer Staples 37.27%
2 Consumer Discretionary 7.18%
3 Energy 6.71%
4 Industrials 6.12%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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