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
926
$32.5K ﹤0.01%
30,000
927
$30.6K ﹤0.01%
44,769
928
$29.2K ﹤0.01%
166,260
929
$28.8K ﹤0.01%
1,667
-71,556
930
$28.3K ﹤0.01%
+2,183
931
$27.4K ﹤0.01%
+167
932
$26.9K ﹤0.01%
+313
933
$26.3K ﹤0.01%
25,000
934
$25.5K ﹤0.01%
25,000
935
$23.7K ﹤0.01%
+250
936
$23.3K ﹤0.01%
+100
937
$23.3K ﹤0.01%
33,333
938
$22K ﹤0.01%
24,287
939
$18.4K ﹤0.01%
12,711
-37,289
940
$17.5K ﹤0.01%
15,625
941
$17.2K ﹤0.01%
20,000
942
$16.7K ﹤0.01%
19,889
943
$16K ﹤0.01%
+10,000
944
$16K ﹤0.01%
24
-1,256
945
$15.6K ﹤0.01%
20,000
946
$15.6K ﹤0.01%
20,000
947
$15K ﹤0.01%
23,333
948
$14.2K ﹤0.01%
100
-60,164
949
$12K ﹤0.01%
16,666
950
$11.7K ﹤0.01%
200
+37