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
401
$2.08M 0.01%
60,000
-44,427
402
$2.07M 0.01%
+224,060
403
$2.06M 0.01%
8,812
-5,001
404
$2.04M 0.01%
+209,470
405
$2.03M 0.01%
+30,000
406
$2.02M 0.01%
6,708
+1,856
407
$2.02M 0.01%
+52,800
408
$2.01M 0.01%
32,634
-34,616
409
$1.99M 0.01%
+135,000
410
$1.99M 0.01%
+20,000
411
$1.97M 0.01%
101,034
+69,859
412
$1.95M 0.01%
+34,774
413
$1.95M 0.01%
+200,000
414
$1.94M 0.01%
+9,761
415
$1.92M 0.01%
75,000
+25,000
416
$1.92M 0.01%
131,758
-62,323
417
$1.91M 0.01%
+30,175
418
$1.9M 0.01%
23,617
+15,549
419
$1.89M 0.01%
60,900
+11,200
420
$1.87M 0.01%
+40,000
421
$1.86M 0.01%
80,678
422
$1.85M 0.01%
6,687
+1,738
423
$1.8M 0.01%
15,878
-18,745
424
$1.79M 0.01%
91,289
-23,161
425
$1.79M 0.01%
6,575
+1,223
15 16
17
18 19