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
$6.37B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,607
New
Increased
Reduced
Closed

Top Buys

1
+$942M
2
+$145M
3
+$89.5M
4
LCA
Landcadia Holdings IV, Inc. Class A Common Stock
LCA
+$65M
5
CZA icon
Invesco Zacks Mid-Cap ETF
CZA
+$52.5M

Top Sells

1
+$72.5M
2
+$71.9M
3
+$44.5M
4
AAPL icon
Apple
AAPL
+$43.8M
5
ICPT
Intercept Pharmaceuticals, Inc.
ICPT
+$37.1M

Sector Composition

1 Healthcare 15.25%
2 Technology 9.64%
3 Industrials 6.63%
4 Financials 5.96%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$23 ﹤0.01%
1
-1,001
1077
$9 ﹤0.01%
1
1078
$6 ﹤0.01%
1
-50,000
1079
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-6,186
1080
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-101,036
1081
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-291,070
1082
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1083
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1084
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1085
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1086
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1087
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1088
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1089
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1090
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1092
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1093
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1095
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1096
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1097
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1098
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1099
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1100
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-59,868
42 43
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