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
851
$176K ﹤0.01%
20,200
-179,800
852
$175K ﹤0.01%
17,800
-655,000
853
$174K ﹤0.01%
17,621
854
$170K ﹤0.01%
+103,871
855
$164K ﹤0.01%
5,028
-166,999
856
$161K ﹤0.01%
+2,078
857
$161K ﹤0.01%
+75,000
858
$159K ﹤0.01%
150,000
859
$158K ﹤0.01%
11,157
-711
860
$156K ﹤0.01%
617
861
$147K ﹤0.01%
+1,583
862
$146K ﹤0.01%
5,000
-418,100
863
$146K ﹤0.01%
70,000
864
$145K ﹤0.01%
121,008
865
$144K ﹤0.01%
34,158
866
$144K ﹤0.01%
1,746
-15,405
867
$142K ﹤0.01%
+3,000
868
$141K ﹤0.01%
+219,886
869
$136K ﹤0.01%
+10,000
870
$130K ﹤0.01%
10,000
-1,000
871
$129K ﹤0.01%
215,382
+154,947
872
$127K ﹤0.01%
+250
873
$126K ﹤0.01%
+114,477
874
$124K ﹤0.01%
+12,515
875
$123K ﹤0.01%
+2,061
33 34
35
36 37