JFG

Jefferies Financial Group Portfolio holdings

AUM $6.06B
1-Year Est. Return 9.37%
This Quarter Est. Return
1 Year Est. Return
+9.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M

Top Sells

1 +$1.87M
2 +$1.21M

Sector Composition

1 Communication Services 44.04%
2 Consumer Discretionary 29.29%
3 Industrials 11.18%
4 Energy 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.6M 29.29%
5,262,189
2
$27.6M 24.08%
3,725,000
3
$22.9M 19.96%
3,350,000
4
$15.9M 13.86%
+2,941,666
5
$10.2M 8.94%
194,750
6
$2.57M 2.24%
894,829
7
$1.87M 1.63%
3,978,488
8
-56,043
9
-146,802