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
201
$3.76M 0.03%
+33,903
202
$3.76M 0.03%
+500,030
203
$3.68M 0.03%
+28,529
204
$3.65M 0.03%
+24,025
205
$3.59M 0.02%
+378,764
206
$3.57M 0.02%
+3,014
207
$3.56M 0.02%
+366,448
208
$3.47M 0.02%
+41,121
209
$3.45M 0.02%
+1,400
210
$3.44M 0.02%
+50,000
211
$3.41M 0.02%
+67,925
212
$3.35M 0.02%
+23,668
213
$3.35M 0.02%
+727,207
214
$3.32M 0.02%
+95,000
215
$3.31M 0.02%
+69,458
216
$3.3M 0.02%
+75,106
217
$3.3M 0.02%
+224,440
218
$3.28M 0.02%
+20,000
219
$3.28M 0.02%
+17,750
220
$3.26M 0.02%
+33,413
221
$3.25M 0.02%
+189,227
222
$3.24M 0.02%
+77,000
223
$3.24M 0.02%
+553,402
224
$3.19M 0.02%
+21,680
225
$3.18M 0.02%
+89,750
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