JFG
Jefferies Financial Group Portfolio holdings
AUM
$6.06B
1-Year Return
9.37%
This Quarter Return
+1.61%
1 Year Return
+9.37%
3 Year Return
+16.02%
5 Year Return
+51.04%
10 Year Return
+258.41%
AUM
$8.96B
AUM Growth
+$2.82B
(+46%)
Cap. Flow
+$2.58B
Cap. Flow
% of AUM
28.83%
Top 10 Holdings %
Top 10 Hldgs %
32.07%
Holding
1,583
New
418
Increased
355
Reduced
280
Closed
274
Top Buys
| 1 |
Amazon
AMZN
|
$374M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$349M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$302M |
| 4 |
Microsoft
MSFT
|
$261M |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$152M |
Top Sells
| 1 |
Apple
AAPL
|
$328M |
| 2 |
NXP Semiconductors
NXPI
|
$111M |
| 3 |
NVIDIA
NVDA
|
$95.2M |
| 4 |
Amgen
AMGN
|
$69.4M |
| 5 |
Shell
SHEL
|
$53.7M |
Sector Composition
| 1 | Healthcare | 15.8% |
| 2 | Technology | 15.29% |
| 3 | Consumer Discretionary | 10.36% |
| 4 | Financials | 7.64% |
| 5 | Communication Services | 6.09% |
