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
901
$73.9K ﹤0.01%
+933
902
$71.2K ﹤0.01%
+2,095
903
$69.2K ﹤0.01%
+41,666
904
$67.9K ﹤0.01%
500
-824
905
$65K ﹤0.01%
100,000
-100,000
906
$64.8K ﹤0.01%
+2,500
907
$62.7K ﹤0.01%
10,000
908
$62.4K ﹤0.01%
446
-7,988
909
$61.6K ﹤0.01%
+7,250
910
$59.7K ﹤0.01%
+187
911
$58.9K ﹤0.01%
1,250
-30,816
912
$56.1K ﹤0.01%
79,039
+55,847
913
$54.4K ﹤0.01%
+781
914
$53.4K ﹤0.01%
+600
915
$52.4K ﹤0.01%
89,508
916
$50.4K ﹤0.01%
39,660
917
$48.1K ﹤0.01%
59,000
918
$47.3K ﹤0.01%
+2,500
919
$45.5K ﹤0.01%
+510
920
$42.1K ﹤0.01%
+58,500
921
$40.6K ﹤0.01%
+35,000
922
$38K ﹤0.01%
40,000
923
$36.9K ﹤0.01%
31,250
924
$36.3K ﹤0.01%
33,333
925
$35.1K ﹤0.01%
+375
35 36
37
38 39