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
976
$2.33K ﹤0.01%
+24
977
$2.11K ﹤0.01%
+35
978
$1.91K ﹤0.01%
+200
979
$1.4K ﹤0.01%
23
-11,000
980
$1.04K ﹤0.01%
127
-44,796
981
$828 ﹤0.01%
+26
982
$185 ﹤0.01%
2
-11,739
983
$150 ﹤0.01%
+69
984
– –
0
985
– –
-20,154
986
– –
-66,600
987
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0
988
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-3,809
989
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-1,079
990
– –
-1,500
991
– –
-606
992
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0
993
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-4,147
994
– –
-5,568
995
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-4,501
996
– –
-667
997
– –
-3,450
998
– –
-49,235
999
– –
0
1000
– –
-490,432
38 39
40
41 42