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
$5.09B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$80M
3
+$77.4M
4
BSX icon
Boston Scientific
BSX
+$47.4M
5
ABBV icon
AbbVie
ABBV
+$35.8M

Top Sells

1
+$68.2M
2
+$56M
3
+$51.7M
4
MRNA icon
Moderna
MRNA
+$48.7M
5
NVDA icon
NVIDIA
NVDA
+$46.4M

Sector Composition

1 Healthcare 20.58%
2 Technology 8.69%
3 Energy 8.39%
4 Industrials 7.11%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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1234
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1235
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1239
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1240
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1241
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1244
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1248
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1250
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48 49
50
51 52