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
476
$1.41M 0.01%
24,878
+5,878
477
$1.41M 0.01%
17,250
-75,150
478
$1.41M 0.01%
99,987
-76,860
479
$1.4M 0.01%
21,000
-175,000
480
$1.39M 0.01%
58,300
+3,800
481
$1.39M 0.01%
85,065
-17,500
482
$1.38M 0.01%
50,242
-1,269
483
$1.38M 0.01%
+50,200
484
$1.38M 0.01%
+25,022
485
$1.36M 0.01%
5,508
-14,632
486
$1.35M 0.01%
+20,950
487
$1.35M 0.01%
+82,600
488
$1.35M 0.01%
2,900
+677
489
$1.35M 0.01%
14,041
+10,418
490
$1.34M 0.01%
37,675
491
$1.33M 0.01%
+20,058
492
$1.33M 0.01%
200,000
493
$1.32M 0.01%
+14,352
494
$1.32M 0.01%
+1,504
495
$1.3M 0.01%
21,533
+10,627
496
$1.3M 0.01%
19,835
+9,657
497
$1.28M 0.01%
73,716
498
$1.28M 0.01%
+93,600
499
$1.28M 0.01%
8,005
-3,000
500
$1.27M 0.01%
+80,000
18 19
20
21 22