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
401
$1.6M 0.01%
29,034
-18,351
402
$1.58M 0.01%
56,750
+56,135
403
$1.57M 0.01%
42,485
-12,638
404
$1.57M 0.01%
7,001
-4,921
405
$1.57M 0.01%
54,359
-765
406
$1.56M 0.01%
12,061
+2,033
407
$1.56M 0.01%
24,960
-66,827
408
$1.52M 0.01%
25,298
+3,765
409
$1.51M 0.01%
+149,830
410
$1.49M 0.01%
41,100
-19,800
411
$1.48M 0.01%
44,137
-22,567
412
$1.48M 0.01%
34,508
-345,781
413
$1.48M 0.01%
+128,600
414
$1.47M 0.01%
+7,500
415
$1.47M 0.01%
7,598
+3,334
416
$1.47M 0.01%
29,084
+13,022
417
$1.46M 0.01%
69,000
+22,739
418
$1.45M 0.01%
+501,066
419
$1.43M 0.01%
69,930
+19,745
420
$1.43M 0.01%
+35,499
421
$1.42M 0.01%
5,010
-498
422
$1.42M 0.01%
13,453
423
$1.41M 0.01%
45,002
+34,832
424
$1.41M 0.01%
25,861
-21,170
425
$1.41M 0.01%
+9,000
15 16
17
18 19