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
151
$5.69M 0.04%
+906,058
152
$5.69M 0.04%
499,234
+35,000
153
$5.64M 0.04%
+904,877
154
$5.58M 0.04%
+10,897
155
$5.58M 0.04%
+78,317
156
$5.57M 0.04%
+62,878
157
$5.57M 0.04%
+316,437
158
$5.53M 0.04%
+291,147
159
$5.49M 0.04%
+59,131
160
$5.48M 0.04%
+57,856
161
$5.39M 0.04%
+49,033
162
$5.34M 0.04%
+275,713
163
$5.23M 0.04%
+73,560
164
$4.95M 0.03%
+119,363
165
$4.92M 0.03%
+74,250
166
$4.92M 0.03%
+65,000
167
$4.92M 0.03%
+308,985
168
$4.84M 0.03%
+132,500
169
$4.74M 0.03%
+55,180
170
$4.74M 0.03%
+45,772
171
$4.73M 0.03%
+13,776
172
$4.7M 0.03%
+145,783
173
$4.69M 0.03%
+247,700
174
$4.69M 0.03%
+15,613
175
$4.59M 0.03%
+52,071
5 6
7
8 9