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
$5.84B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$750M
2
+$562M
3
+$389M
4
AAPL icon
Apple
AAPL
+$260M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$184M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 20.12%
2 Technology 9.43%
3 Healthcare 8.68%
4 Industrials 6.29%
5 Financials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.09M 0.06%
+112,402
102
$8.07M 0.06%
+96,012
103
$8M 0.06%
+328,220
104
$7.97M 0.06%
+70,382
105
$7.86M 0.05%
+166,203
106
$7.82M 0.05%
+118,463
107
$7.72M 0.05%
+71,820
108
$7.7M 0.05%
+97,750
109
$7.65M 0.05%
+172,500
110
$7.6M 0.05%
+588,773
111
$7.54M 0.05%
+129,833
112
$7.51M 0.05%
+63,637
113
$7.48M 0.05%
+750,000
114
$7.44M 0.05%
+197,009
115
$7.44M 0.05%
+285,197
116
$7.4M 0.05%
+46,700
117
$7.36M 0.05%
+48,536
118
$7.36M 0.05%
+1,052,801
119
$7.35M 0.05%
+21,826
120
$7.32M 0.05%
+49,753
121
$7.27M 0.05%
+160,639
122
$7.21M 0.05%
+117,236
123
$7.01M 0.05%
+14,400
124
$6.95M 0.05%
+16,527
125
$6.78M 0.05%
+91,000
3 4
5
6 7