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
$6.14B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,512
New
Increased
Reduced
Closed

Top Buys

1
+$367M
2
+$173M
3
+$127M
4
AMGN icon
Amgen
AMGN
+$104M
5
ARGX icon
argenx
ARGX
+$86.7M

Top Sells

1
+$154M
2
+$52.3M
3
+$51.8M
4
GERN icon
Geron
GERN
+$46.9M
5
RMD icon
ResMed
RMD
+$36M

Sector Composition

1 Healthcare 22.29%
2 Technology 17.84%
3 Industrials 7%
4 Energy 6.23%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-32,500
1102
– –
-20,682
1103
– –
-128,816
1104
– –
-35,835
1105
– –
-12,500
1106
– –
-17,217
1107
– –
-3,288
1108
– –
-103,520
1109
– –
-10,788
1110
– –
-15,022
1111
– –
-3,200
1112
– –
-21,030
1113
– –
-76,483
1114
– –
-48,700
1115
– –
-31,684
1116
– –
-6,154
1117
– –
-2,700
1118
– –
-8,323
1119
– –
-100,000
1120
– –
-1,461
1121
– –
0
1122
– –
-41,975
1123
– –
-236,288
1124
– –
0
1125
– –
-1,000
43 44
45
46 47