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
$5.09B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$94.9M
3
+$84.1M
4
BSX icon
Boston Scientific
BSX
+$49.9M
5
ABBV icon
AbbVie
ABBV
+$37.1M

Top Sells

1
+$70.5M
2
+$58.1M
3
+$56.6M
4
DAL icon
Delta Air Lines
DAL
+$53M
5
MRNA icon
Moderna
MRNA
+$45.7M

Sector Composition

1 Healthcare 20.58%
2 Technology 8.7%
3 Energy 8.39%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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1055
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1056
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1057
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0
1058
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1061
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1062
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1063
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1064
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1065
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1066
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1067
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1068
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1070
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1071
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1072
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1073
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1074
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-9,266
1075
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-6,973
41 42
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