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
$4.16B
AUM Growth
-$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,517
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$48.5M
3
+$25.6M
4
UNH icon
UnitedHealth
UNH
+$24.8M
5
DXCM icon
DexCom
DXCM
+$22.7M

Top Sells

1
+$266M
2
+$142M
3
+$112M
4
ZS icon
Zscaler
ZS
+$105M
5
PANW icon
Palo Alto Networks
PANW
+$94.2M

Sector Composition

1 Healthcare 13.34%
2 Technology 9.81%
3 Consumer Discretionary 7.29%
4 Industrials 7.26%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.36M 0.02%
94,990
-1,184
327
$2.36M 0.02%
+58,537
328
$2.35M 0.02%
47,974
+27,774
329
$2.34M 0.02%
43,987
330
$2.34M 0.02%
9,738
+4,939
331
$2.32M 0.02%
27,373
+8,866
332
$2.3M 0.02%
+13,930
333
$2.29M 0.02%
50,000
-60,624
334
$2.29M 0.02%
+11,100
335
$2.26M 0.02%
44,000
+5,942
336
$2.23M 0.02%
+75,300
337
$2.21M 0.02%
38,433
338
$2.19M 0.02%
+225,000
339
$2.19M 0.02%
5,750
+720
340
$2.18M 0.02%
73,350
+59,757
341
$2.16M 0.02%
9,861
-106,951
342
$2.16M 0.02%
+78,637
343
$2.13M 0.02%
+218,119
344
$2.13M 0.02%
24,454
+1,652
345
$2.12M 0.02%
19,016
-18,026
346
$2.12M 0.02%
19,686
+17,717
347
$2.12M 0.02%
140,051
348
$2.09M 0.02%
18,473
-92,899
349
$2.09M 0.02%
83,596
+42,421
350
$2.09M 0.02%
32,676
+2,501
12 13
14
15 16