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
626
$680K ﹤0.01%
+70,000
627
$680K ﹤0.01%
+60,000
628
$667K ﹤0.01%
+49,794
629
$665K ﹤0.01%
4,595
+664
630
$664K ﹤0.01%
144,343
631
$657K ﹤0.01%
35,394
+15,394
632
$652K ﹤0.01%
+65,826
633
$645K ﹤0.01%
+64,848
634
$644K ﹤0.01%
6,222
-63,301
635
$644K ﹤0.01%
+15,699
636
$638K ﹤0.01%
151,213
+51,013
637
$637K ﹤0.01%
63,720
+13,720
638
$636K ﹤0.01%
2,938
-26,952
639
$635K ﹤0.01%
+4,507
640
$621K ﹤0.01%
6,044
+6,034
641
$620K ﹤0.01%
+13,978
642
$605K ﹤0.01%
37,798
+3,887
643
$604K ﹤0.01%
+5,490
644
$602K ﹤0.01%
3,888
+780
645
$599K ﹤0.01%
15,636
+600
646
$598K ﹤0.01%
24,080
-296,485
647
$595K ﹤0.01%
100,000
648
$594K ﹤0.01%
55,000
649
$594K ﹤0.01%
4,010
+3,746
650
$591K ﹤0.01%
7,575
-3,750
24 25
26
27 28