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
376
$1.77M 0.01%
3,950
-4,472
377
$1.75M 0.01%
+87,306
378
$1.75M 0.01%
+149,236
379
$1.74M 0.01%
+12,941
380
$1.73M 0.01%
35,240
-787,279
381
$1.73M 0.01%
+10,000
382
$1.71M 0.01%
25,231
-103,626
383
$1.71M 0.01%
6,000
-2,008
384
$1.7M 0.01%
+779,627
385
$1.7M 0.01%
+175,000
386
$1.69M 0.01%
+95,792
387
$1.69M 0.01%
+55,000
388
$1.69M 0.01%
44,796
-8,004
389
$1.68M 0.01%
20,727
+1,572
390
$1.67M 0.01%
+60,000
391
$1.67M 0.01%
95,250
-47
392
$1.67M 0.01%
168,008
393
$1.65M 0.01%
+12,411
394
$1.65M 0.01%
65,854
-822
395
$1.64M 0.01%
20,400
-3,217
396
$1.63M 0.01%
5,949
-626
397
$1.61M 0.01%
+28,755
398
$1.6M 0.01%
144,000
+7,598
399
$1.6M 0.01%
13,738
+6,638
400
$1.6M 0.01%
13,917
+6,541
14 15
16
17 18