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
126
$6.71M 0.05%
+199,176
127
$6.64M 0.05%
+127,035
128
$6.63M 0.05%
+659,660
129
$6.6M 0.05%
+94,566
130
$6.58M 0.05%
+207,428
131
$6.53M 0.05%
+445,758
132
$6.48M 0.04%
+103,916
133
$6.48M 0.04%
+121,149
134
$6.33M 0.04%
+79,508
135
$6.32M 0.04%
+66,925
136
$6.31M 0.04%
+53,312
137
$6.31M 0.04%
+72,590
138
$6.3M 0.04%
+73,151
139
$6.19M 0.04%
+61,376
140
$6.17M 0.04%
+127,610
141
$6.16M 0.04%
+37,550
142
$6.15M 0.04%
+150,350
143
$6.11M 0.04%
+50,736
144
$6.08M 0.04%
+18,631
145
$5.94M 0.04%
+21,442
146
$5.78M 0.04%
+127,155
147
$5.76M 0.04%
+290,135
148
$5.76M 0.04%
+16,558
149
$5.75M 0.04%
+24,448
150
$5.71M 0.04%
+68,625
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