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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
-9.57%
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
$17M
AUM Growth
-$1.8M
(-9.6%)
Cap. Flow
$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
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
| $17M | 100% |
4,647,598
| – | – |
|
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Jefferies Financial Group's Q4 2013 Portfolio in Review
As of Q4 2013, Jefferies Financial Group held 1 position worth $17M, down 9.6% from $18.8M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q4 2013: portfolio turnover was 0%. Jefferies Financial Group opened no new positions and made no exits, leaving the 1-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.
- Jefferies Financial Group's ten largest holdings make up 100% of its $17M portfolio in Q4 2013.
- Jefferies Financial Group opened 0 new positions and closed 0 in Q4 2013.
- Jefferies Financial Group's portfolio value fell 9.6% quarter-over-quarter to $17M.
Based on Jefferies Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.