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
676
$501K ﹤0.01%
50,000
677
$500K ﹤0.01%
8,655
+6,955
678
$500K ﹤0.01%
50,000
679
$499K ﹤0.01%
2,000
680
$495K ﹤0.01%
50,000
681
$491K ﹤0.01%
5,109
-10,381
682
$489K ﹤0.01%
5,023
+23
683
$489K ﹤0.01%
50,000
-14,800
684
$486K ﹤0.01%
+50,000
685
$484K ﹤0.01%
5,586
+756
686
$479K ﹤0.01%
2,521,251
687
$476K ﹤0.01%
2,681
-12,619
688
$461K ﹤0.01%
2,854
-7,279
689
$459K ﹤0.01%
1,856
690
$453K ﹤0.01%
+11,240
691
$453K ﹤0.01%
+51,028
692
$452K ﹤0.01%
3,800
+520
693
$451K ﹤0.01%
+2,582
694
$451K ﹤0.01%
7,325
695
$446K ﹤0.01%
+671
696
$446K ﹤0.01%
+6,555
697
$444K ﹤0.01%
+7,012
698
$443K ﹤0.01%
+20,083
699
$442K ﹤0.01%
2,361
-7
700
$439K ﹤0.01%
+44,318
26 27
28
29 30