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
$8.96B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,583
New
Increased
Reduced
Closed

Top Buys

1
+$374M
2
+$349M
3
+$302M
4
MSFT icon
Microsoft
MSFT
+$261M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$152M

Top Sells

1
+$328M
2
+$111M
3
+$95.2M
4
AMGN icon
Amgen
AMGN
+$69.4M
5
SHEL icon
Shell
SHEL
+$53.7M

Sector Composition

1 Healthcare 15.86%
2 Technology 15.22%
3 Consumer Discretionary 10.36%
4 Financials 7.64%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$86.8K ﹤0.01%
+20,000
1077
$84.8K ﹤0.01%
2,770
1078
$84K ﹤0.01%
2,679
-2,198
1079
$83.4K ﹤0.01%
+10,000
1080
$82.9K ﹤0.01%
31,889
-2,311
1081
$77.1K ﹤0.01%
250
-102
1082
$77.1K ﹤0.01%
8,587
-18,003
1083
$74.8K ﹤0.01%
+15,499
1084
$61.3K ﹤0.01%
+6,000
1085
$55.5K ﹤0.01%
23,500
+23,149
1086
$54.7K ﹤0.01%
+53,600
1087
$54.2K ﹤0.01%
2,000
-5,000
1088
$54K ﹤0.01%
+13,200
1089
$52K ﹤0.01%
+432
1090
$51.9K ﹤0.01%
+29,300
1091
$49.3K ﹤0.01%
+6,276
1092
$48.1K ﹤0.01%
+14,800
1093
$48K ﹤0.01%
8,395
-112,381
1094
$45.9K ﹤0.01%
+2,013
1095
$43.7K ﹤0.01%
+450
1096
$34.5K ﹤0.01%
+571
1097
$27.8K ﹤0.01%
+7,400
1098
$27K ﹤0.01%
+11,333
1099
$21.8K ﹤0.01%
6,600
-34,400
1100
$19.6K ﹤0.01%
11,250
42 43
44
45 46