JFG
Jefferies Financial Group Portfolio holdings
AUM
$6.06B
1-Year Return
9.37%
This Quarter Return
-0.58%
1 Year Return
+9.37%
3 Year Return
+16.02%
5 Year Return
+51.04%
10 Year Return
+258.41%
AUM
$5.8B
AUM Growth
-$3.16B
(-35%)
Cap. Flow
-$3.03B
Cap. Flow
% of AUM
-52.21%
Top 10 Holdings %
Top 10 Hldgs %
24.64%
Holding
1,714
New
415
Increased
326
Reduced
382
Closed
334
Top Buys
| 1 |
VICI Properties
VICI
|
+$89.8M |
| 2 |
Meta Platforms (Facebook)
META
|
+$82.6M |
| 3 |
Nasdaq
NDAQ
|
+$57.5M |
| 4 |
TIC
Acuren Corporation
TIC
|
+$55.6M |
| 5 |
Griffon
GFF
|
+$54M |
Top Sells
| 1 |
Amazon
AMZN
|
+$287M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$284M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$247M |
| 4 |
Microsoft
MSFT
|
+$229M |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$168M |
Sector Composition
| 1 | Healthcare | 15.32% |
| 2 | Financials | 11.39% |
| 3 | Technology | 10.5% |
| 4 | Energy | 8.08% |
| 5 | Industrials | 7.79% |
