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
376
$2.42M 0.02%
40,028
+27,495
377
$2.42M 0.02%
142,096
-2,230
378
$2.42M 0.02%
96,174
+563
379
$2.41M 0.02%
+200,000
380
$2.4M 0.02%
12,536
+1,339
381
$2.4M 0.02%
+55,123
382
$2.39M 0.02%
235,113
+154,297
383
$2.37M 0.01%
+34,927
384
$2.34M 0.01%
+8,008
385
$2.29M 0.01%
43,987
+7,623
386
$2.28M 0.01%
37,737
-16,590
387
$2.28M 0.01%
91,250
+24,750
388
$2.26M 0.01%
18,507
+13,908
389
$2.2M 0.01%
+88,741
390
$2.2M 0.01%
38,433
-583
391
$2.18M 0.01%
140,051
-2,165
392
$2.17M 0.01%
+38,058
393
$2.16M 0.01%
+150,147
394
$2.14M 0.01%
+2,967
395
$2.13M 0.01%
+40,363
396
$2.12M 0.01%
23,500
397
$2.1M 0.01%
627
+283
398
$2.09M 0.01%
70,000
+1,450
399
$2.09M 0.01%
25,000
-2,500
400
$2.08M 0.01%
56,950
+6,822
14 15
16
17 18