JFG

Jefferies Financial Group Portfolio holdings

AUM $12.2B
1-Year Est. Return 38.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.49%
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
+$349M
2
+$323M
3
+$311M
4
MSFT icon
Microsoft
MSFT
+$264M
5
WYNN icon
Wynn Resorts
WYNN
+$155M

Top Sells

1
+$309M
2
+$122M
3
+$97.7M
4
AMGN icon
Amgen
AMGN
+$79M
5
SHEL icon
Shell
SHEL
+$56.2M

Sector Composition

1 Healthcare 15.86%
2 Technology 15.2%
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
1126
– –
0
1127
– –
-2,900
1128
– –
-3,340
1129
– –
-26,980
1130
– –
-6,888
1131
– –
0
1132
– –
-12,343
1133
– –
0
1134
– –
-188,469
1135
– –
-11,586
1136
– –
-1,601
1137
– –
-3,849
1138
– –
-4,425
1139
– –
-20,015
1140
– –
0
1141
– –
-4,166
1142
– –
-6,671
1143
– –
-5,183
1144
– –
-280
1145
– –
-8,994
1146
– –
-50,658
1147
– –
-2,670
1148
– –
-37,684
1149
– –
-14,684
1150
– –
0
44 45
46
47 48