JFG

Jefferies Financial Group Portfolio holdings

AUM $8.2B
1-Year Est. Return 41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41%
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
+$151M
2
+$80M
3
+$77.4M
4
BSX icon
Boston Scientific
BSX
+$47.4M
5
ABBV icon
AbbVie
ABBV
+$35.8M

Top Sells

1
+$68.2M
2
+$56M
3
+$51.7M
4
MRNA icon
Moderna
MRNA
+$48.7M
5
NVDA icon
NVIDIA
NVDA
+$46.4M

Sector Composition

1 Healthcare 20.58%
2 Technology 8.69%
3 Energy 8.39%
4 Industrials 7.11%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-7,800
1077
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-4,007
1078
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-10,834
1079
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-50,000
1080
– –
-47,700
1081
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-13,821
1082
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-50,000
1083
– –
-2,095
1084
– –
-68,667
1085
– –
-22,353
1086
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-12,200
1087
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-200
1088
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-5,219
1089
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0
1090
– –
-38,100
1091
– –
-2,781
1092
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-13,702
1093
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-3,700
1094
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0
1095
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-2,000
1096
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-48,251
1097
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-4,828
1098
– –
-1,325
1099
– –
0
1100
– –
-2,850
42 43
44
45 46