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JFG
Jefferies Financial Group Portfolio holdings
AUM
$14.6B
1-Year Est. Return
40.95%
This Fund
S&P 500
This Quarter
Est. Return
+0.96%
1 Year Est. Return
+40.95%
3 Year Est. Return
+104.32%
5 Year Est. Return
+50.55%
10 Year Est. Return
+495.11%
AUM
$24.1M
AUM Growth
–
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
98.19%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
StoneX
SNEX
|
+$15.8M |
| 2 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
+$7.84M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
StoneX
SNEX
$8.82B
| $16M | 66.58% |
+4,647,598
| New | +$15.8M |
|
|
COWN
2
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $8.04M | 33.42% |
+695,651
| New | +$7.84M |
|
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Jefferies Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jefferies Financial Group, which disclosed 2 positions worth $24.1M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is StoneX: 4,647,598 shares worth $16M.
By sector, the portfolio is most concentrated in Financials at 100% of assets.
- Jefferies Financial Group's largest Q2 2013 buy was StoneX: 4,647,598 shares worth $16M.
- Jefferies Financial Group's ten largest holdings make up 100% of its $24.1M portfolio in Q2 2013.
- Jefferies Financial Group disclosed 2 positions in Q2 2013, its first 13F filing on record.
Based on Jefferies Financial Group's 13F filing for Q2 2013, filed 7 Aug 2013.