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
526
$1.17M 0.01%
+120,000
527
$1.16M 0.01%
10,497
+5,369
528
$1.16M 0.01%
+30,000
529
$1.16M 0.01%
+65,000
530
$1.15M 0.01%
+20,000
531
$1.15M 0.01%
+53,221
532
$1.14M 0.01%
4,799
+1,408
533
$1.14M 0.01%
8,434
-4,106
534
$1.13M 0.01%
6,801
-76,819
535
$1.13M 0.01%
+13,115
536
$1.12M 0.01%
30,000
537
$1.11M 0.01%
19,900
538
$1.11M 0.01%
16,020
+11,098
539
$1.11M 0.01%
100,000
540
$1.09M 0.01%
+17,500
541
$1.09M 0.01%
+3,500
542
$1.09M 0.01%
50,185
-4,498
543
$1.07M 0.01%
439,627
544
$1.06M 0.01%
+60,700
545
$1.06M 0.01%
+48,300
546
$1.05M 0.01%
+60,000
547
$1.05M 0.01%
100,000
548
$1.04M 0.01%
20,572
+1,163
549
$1.04M 0.01%
+20,355
550
$1.03M 0.01%
18,971
+10,653
20 21
22
23 24