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
$852M
AUM Growth
-$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$85.7M
3
+$43.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$36.2M
5
COP icon
ConocoPhillips
COP
+$12.1M

Top Sells

1
+$83.9M
2
+$65M
3
+$33.2M
4
AET
Aetna Inc
AET
+$24.1M
5
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$23.5M

Sector Composition

1 Consumer Staples 37.27%
2 Consumer Discretionary 7.18%
3 Energy 6.71%
4 Industrials 6.12%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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