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
601
$812K 0.01%
6,543
+4,656
602
$795K 0.01%
13,062
-187,333
603
$794K 0.01%
16,890
-31,317
604
$794K 0.01%
+35,035
605
$782K ﹤0.01%
1,280
+211
606
$776K ﹤0.01%
6,133
-1,478
607
$775K ﹤0.01%
10,723
-10,555
608
$756K ﹤0.01%
+40,000
609
$753K ﹤0.01%
25,740
+25,372
610
$752K ﹤0.01%
+65,603
611
$737K ﹤0.01%
+34,480
612
$732K ﹤0.01%
14,225
+11,734
613
$731K ﹤0.01%
493,833
614
$725K ﹤0.01%
58,112
+14,481
615
$708K ﹤0.01%
+9,350
616
$707K ﹤0.01%
41,402
+16,386
617
$706K ﹤0.01%
+5,016
618
$704K ﹤0.01%
+40,063
619
$702K ﹤0.01%
49,126
-677
620
$695K ﹤0.01%
+15,000
621
$690K ﹤0.01%
766,667
622
$687K ﹤0.01%
+13,908
623
$687K ﹤0.01%
+4,628
624
$683K ﹤0.01%
+65,000
625
$681K ﹤0.01%
4,649
23 24
25
26 27