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
851
$167K ﹤0.01%
72,500
852
$165K ﹤0.01%
150,011
+100,000
853
$162K ﹤0.01%
119,142
854
$161K ﹤0.01%
2,600
-12,900
855
$160K ﹤0.01%
+2,764
856
$159K ﹤0.01%
+3,333
857
$157K ﹤0.01%
15,822
+4,822
858
$155K ﹤0.01%
617
859
$150K ﹤0.01%
+7,663
860
$148K ﹤0.01%
10,382
861
$147K ﹤0.01%
109,216
862
$147K ﹤0.01%
+2,314
863
$147K ﹤0.01%
10,909
864
$146K ﹤0.01%
11,000
-89,181
865
$145K ﹤0.01%
102,029
866
$142K ﹤0.01%
11,889
867
$139K ﹤0.01%
+121,008
868
$138K ﹤0.01%
+1,750
869
$138K ﹤0.01%
11,205
870
$135K ﹤0.01%
2,392
-9,615
871
$135K ﹤0.01%
96,780
-3,520
872
$134K ﹤0.01%
117,818
873
$134K ﹤0.01%
5,000
+1,780
874
$128K ﹤0.01%
7,002
+7,000
875
$125K ﹤0.01%
56,984
33 34
35
36 37