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
351
$2.08M 0.02%
35,300
+16,332
352
$2.06M 0.02%
+15,000
353
$1.99M 0.01%
+6,000
354
$1.98M 0.01%
200,000
355
$1.97M 0.01%
23,500
356
$1.97M 0.01%
+75,000
357
$1.95M 0.01%
+12,541
358
$1.94M 0.01%
24,742
-7,916
359
$1.91M 0.01%
60,000
360
$1.89M 0.01%
37,000
+35,250
361
$1.88M 0.01%
+28,816
362
$1.87M 0.01%
15,138
+11,338
363
$1.86M 0.01%
30,900
+3,374
364
$1.84M 0.01%
+15,000
365
$1.84M 0.01%
30,000
+29,965
366
$1.84M 0.01%
20,400
+384
367
$1.83M 0.01%
138,031
-175,224
368
$1.83M 0.01%
+61,053
369
$1.82M 0.01%
+5,500
370
$1.81M 0.01%
88,913
-2,376
371
$1.8M 0.01%
23,347
+13,121
372
$1.8M 0.01%
24,634
-15,000
373
$1.8M 0.01%
9,000
-761
374
$1.79M 0.01%
+15,380
375
$1.78M 0.01%
37,869
+7,842
13 14
15
16 17