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
$4.16B
AUM Growth
-$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,517
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$48.5M
3
+$25.6M
4
UNH icon
UnitedHealth
UNH
+$24.8M
5
DXCM icon
DexCom
DXCM
+$22.7M

Top Sells

1
+$266M
2
+$142M
3
+$112M
4
ZS icon
Zscaler
ZS
+$105M
5
PANW icon
Palo Alto Networks
PANW
+$94.2M

Sector Composition

1 Healthcare 13.34%
2 Technology 9.81%
3 Consumer Discretionary 7.29%
4 Industrials 7.26%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$274K ﹤0.01%
+31,693
777
$273K ﹤0.01%
10,750
+2,000
778
$273K ﹤0.01%
648
-1,369
779
$273K ﹤0.01%
+250,000
780
$268K ﹤0.01%
+17,309
781
$268K ﹤0.01%
3,024
782
$268K ﹤0.01%
+7,090
783
$267K ﹤0.01%
6,272
+3,477
784
$267K ﹤0.01%
+1,045
785
$266K ﹤0.01%
+205,678
786
$265K ﹤0.01%
+5,280
787
$263K ﹤0.01%
10,500
+5,500
788
$257K ﹤0.01%
425,000
-68,833
789
$254K ﹤0.01%
+6,024
790
$254K ﹤0.01%
16,780
+6,398
791
$253K ﹤0.01%
133,333
792
$253K ﹤0.01%
20,949
-59,729
793
$249K ﹤0.01%
+5,282
794
$248K ﹤0.01%
+16,051
795
$247K ﹤0.01%
+25,829
796
$246K ﹤0.01%
+4,300
797
$246K ﹤0.01%
+10,000
798
$244K ﹤0.01%
1,294
-7
799
$244K ﹤0.01%
+8,246
800
$244K ﹤0.01%
18,307
+7,398
30 31
32
33 34