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
176
$4.57M 0.03%
+59,369
177
$4.55M 0.03%
+89,702
178
$4.54M 0.03%
+218,218
179
$4.49M 0.03%
+69,320
180
$4.35M 0.03%
+98,332
181
$4.34M 0.03%
+49,586
182
$4.32M 0.03%
+52,649
183
$4.29M 0.03%
+43,207
184
$4.26M 0.03%
+148,500
185
$4.25M 0.03%
+37,969
186
$4.25M 0.03%
+36,500
187
$4.25M 0.03%
+59,000
188
$4.24M 0.03%
+49,925
189
$4.19M 0.03%
+58,563
190
$4.16M 0.03%
+70,518
191
$4.09M 0.03%
+14,132
192
$4.06M 0.03%
+97,523
193
$4.03M 0.03%
+182,900
194
$4M 0.03%
+133,950
195
$3.97M 0.03%
+57,844
196
$3.96M 0.03%
+38,713
197
$3.95M 0.03%
+37,500
198
$3.87M 0.03%
+225,000
199
$3.85M 0.03%
+12,500
200
$3.77M 0.03%
+9,699
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