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
801
$243K ﹤0.01%
+2,515
802
$242K ﹤0.01%
+5,504
803
$240K ﹤0.01%
+5,809
804
$239K ﹤0.01%
+3,292
805
$238K ﹤0.01%
1,509
-28,756
806
$238K ﹤0.01%
440,000
807
$237K ﹤0.01%
+63,750
808
$236K ﹤0.01%
+500
809
$233K ﹤0.01%
+39,022
810
$231K ﹤0.01%
+2,576
811
$229K ﹤0.01%
+866
812
$225K ﹤0.01%
5,914
813
$225K ﹤0.01%
8,372
814
$223K ﹤0.01%
366
-134
815
$222K ﹤0.01%
5,500
-82,750
816
$221K ﹤0.01%
+6,858
817
$220K ﹤0.01%
18,967
+7,762
818
$219K ﹤0.01%
11,419
+1,422
819
$219K ﹤0.01%
190,395
-113,247
820
$218K ﹤0.01%
2,730
-1,179,480
821
$218K ﹤0.01%
+5,205
822
$214K ﹤0.01%
+6,286
823
$214K ﹤0.01%
328
-15,163
824
$214K ﹤0.01%
+4,446
825
$213K ﹤0.01%
2,097
31 32
33
34 35