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
451
$1.22M 0.01%
+14,800
452
$1.22M 0.01%
+8,990
453
$1.21M 0.01%
24,950
+130
454
$1.2M 0.01%
8,307
-977,996
455
$1.2M 0.01%
171,673
+113,564
456
$1.19M 0.01%
29,381
+13,745
457
$1.18M 0.01%
+68,780
458
$1.18M 0.01%
59,800
+11,500
459
$1.18M 0.01%
120,000
460
$1.17M 0.01%
17,500
461
$1.17M 0.01%
18,613
-115,621
462
$1.17M 0.01%
21,873
-15,864
463
$1.17M 0.01%
14,200
-3,050
464
$1.17M 0.01%
30,098
+74
465
$1.17M 0.01%
20,238
+338
466
$1.16M 0.01%
31,750
+31,657
467
$1.16M 0.01%
+98,729
468
$1.15M 0.01%
30,000
469
$1.15M 0.01%
120,651
470
$1.14M 0.01%
65,000
471
$1.14M 0.01%
+17,429
472
$1.14M 0.01%
12,669
+2,654
473
$1.14M 0.01%
+200,340
474
$1.14M 0.01%
29,626
+20,873
475
$1.13M 0.01%
+50,000
17 18
19
20 21