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
651
$590K ﹤0.01%
4,211
-4,406
652
$587K ﹤0.01%
+33,310
653
$584K ﹤0.01%
10,249
-26,124
654
$576K ﹤0.01%
+18,100
655
$571K ﹤0.01%
+15,702
656
$571K ﹤0.01%
22,638
657
$564K ﹤0.01%
+35,000
658
$563K ﹤0.01%
15,457
+1,760
659
$558K ﹤0.01%
20,091
-375,409
660
$557K ﹤0.01%
+29,100
661
$556K ﹤0.01%
3,350
+2,079
662
$556K ﹤0.01%
+7,500
663
$546K ﹤0.01%
4,107
+955
664
$532K ﹤0.01%
+6,293
665
$527K ﹤0.01%
52,250
+45,645
666
$526K ﹤0.01%
5,375
-7,039
667
$526K ﹤0.01%
10,014
+3,099
668
$522K ﹤0.01%
+18,940
669
$521K ﹤0.01%
+89,487
670
$519K ﹤0.01%
+4,824
671
$519K ﹤0.01%
+15,744
672
$506K ﹤0.01%
+29,953
673
$506K ﹤0.01%
+50,000
674
$503K ﹤0.01%
5,000
-15,000
675
$501K ﹤0.01%
+50,000
25 26
27
28 29