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
76
$10.7M 0.07%
+46,981
77
$10.4M 0.07%
+76,369
78
$10.4M 0.07%
+83,717
79
$10.2M 0.07%
+545,031
80
$10M 0.07%
+77,521
81
$9.39M 0.07%
+2,173,147
82
$9.32M 0.06%
+12,296
83
$9.3M 0.06%
+550,958
84
$9.12M 0.06%
+98,860
85
$9.09M 0.06%
+68,527
86
$9.02M 0.06%
+915,536
87
$8.98M 0.06%
+69,292
88
$8.89M 0.06%
+135,375
89
$8.76M 0.06%
+124,736
90
$8.62M 0.06%
+300,000
91
$8.57M 0.06%
+415,029
92
$8.49M 0.06%
+160,800
93
$8.47M 0.06%
+74,090
94
$8.36M 0.06%
+50,585
95
$8.35M 0.06%
+269,441
96
$8.33M 0.06%
+219,726
97
$8.21M 0.06%
+48,375
98
$8.19M 0.06%
+206,986
99
$8.17M 0.06%
+285,000
100
$8.11M 0.06%
+1,200,000
2 3
4
5 6