JG

Jefferies Group Portfolio holdings

AUM $3.42B
1-Year Est. Return 1.45%
This Quarter Est. Return
1 Year Est. Return
-1.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.75B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$142M
3
+$112M
4
UDR icon
UDR
UDR
+$96M
5
ZS icon
Zscaler
ZS
+$86.7M

Top Sells

1
+$159M
2
+$136M
3
+$41.7M
4
UNH icon
UnitedHealth
UNH
+$40M
5
FUTU icon
Futu Holdings
FUTU
+$39.4M

Sector Composition

1 Technology 18.15%
2 Real Estate 11.71%
3 Healthcare 9.65%
4 Consumer Discretionary 6.36%
5 Financials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.74M 0.03%
464,502
-30,705
252
$4.74M 0.03%
18,237
-4,151
253
$4.72M 0.03%
187,184
+103,932
254
$4.72M 0.03%
178,947
+45,497
255
$4.66M 0.03%
+194,194
256
$4.62M 0.03%
+8,300
257
$4.57M 0.03%
42,800
+2,800
258
$4.51M 0.03%
49,145
-3,784
259
$4.44M 0.03%
+24,847
260
$4.4M 0.03%
8,724
-62
261
$4.4M 0.03%
+15,517
262
$4.36M 0.03%
78,143
+21,275
263
$4.32M 0.03%
10,403
-5,601
264
$4.3M 0.03%
9,121
+878
265
$4.29M 0.03%
61,123
+44,347
266
$4.25M 0.03%
32,623
+13,400
267
$4.23M 0.03%
110,624
+72,596
268
$4.18M 0.03%
112,282
+3,008
269
$4.16M 0.03%
34,080
-9,400
270
$4.15M 0.03%
+28,343
271
$4.14M 0.03%
35,012
+24,575
272
$4.13M 0.03%
+29,220
273
$4.12M 0.03%
39,624
+20,539
274
$4.1M 0.03%
33,035
+4,287
275
$4.09M 0.03%
37,042
-40,167
9 10
11
12 13