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
301
$3.52M 0.02%
26,176
+20,847
302
$3.49M 0.02%
+11,708
303
$3.47M 0.02%
+9,506
304
$3.46M 0.02%
9,468
-19,600
305
$3.45M 0.02%
+23,608
306
$3.44M 0.02%
15,656
-2,660
307
$3.44M 0.02%
31,107
-13,503
308
$3.41M 0.02%
39,634
+23,779
309
$3.35M 0.02%
16,639
+6,945
310
$3.33M 0.02%
8,422
-4,594
311
$3.32M 0.02%
40,062
-21,361
312
$3.32M 0.02%
+4,800
313
$3.27M 0.02%
15,909
-3,300
314
$3.27M 0.02%
+23,961
315
$3.27M 0.02%
10,154
+7,993
316
$3.25M 0.02%
60,375
+9,855
317
$3.2M 0.02%
+50,000
318
$3.17M 0.02%
+12,003
319
$3.17M 0.02%
53,365
-295,109
320
$3.13M 0.02%
+20,632
321
$3.12M 0.02%
+58,958
322
$3.11M 0.02%
150,406
-6,982
323
$3.1M 0.02%
9,803
-2,045
324
$3.1M 0.02%
46,941
+40,689
325
$3.09M 0.02%
229,647
+174,498
11 12
13
14 15