JFG
Jefferies Financial Group Portfolio holdings
AUM
$12.2B
1-Year Est. Return
38.49%
This Fund
S&P 500
1 Year Est. Return
+38.49%
AUM
$12.2B
AUM Growth
+$1.3B
(+12%)
Holding
1,698
Top Buys
| 1 | +$316M | |
| 2 | +$222M | |
| 3 | +$152M | |
| 4 |
Insmed
INSM
|
+$149M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$126M |
Top Sells
| 1 | +$1.68B | |
| 2 | +$683M | |
| 3 | +$229M | |
| 4 |
Costco
COST
|
+$188M |
| 5 |
PepsiCo
PEP
|
+$136M |
Sector Composition
| 1 | Healthcare | 16.82% |
| 2 | Technology | 13.21% |
| 3 | Financials | 11.22% |
| 4 | Industrials | 6.79% |
| 5 | Consumer Discretionary | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Hewlett Packard
HPE
$28.1B
| – | – |
-1,320,000
|
|
||
1502
Innoviva
INVA
$1.63B
| – | – |
-53,700
|
|
||
1503
Invitation Homes
INVH
$15.9B
| – | – |
-52,802
|
|
||
|
IPG
1504
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-10,223
|
|
||
1505
Janus Henderson AAA CLO ETF
JAAA
$27.1B
| – | – |
-8,706
|
|
||
|
JBGS
1506
JBG SMITH
JBGS
$872M
| – | – |
-87,483
|
|
||
1507
J&J Snack Foods
JJSF
$1.61B
| – | – |
-5,000
|
|
||
|
JKS
1508
JinkoSolar
JKS
$1.22B
| – | – |
0
|
|
||
1509
Joby Aviation
JOBY
$9.22B
| – | – |
0
|
|
||
1510
Jackson Financial
JXN
$7.65B
| – | – |
-6,000
|
|
||
1511
KalVista Pharmaceuticals
KALV
$810M
| – | – |
-286,875
|
|
||
1512
Liberty Energy
LBRT
$4.43B
| – | – |
-14,500
|
|