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 18.29%
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
1051
-1,405,287
1052
-2,981
1053
-35,489
1054
-5,140
1055
-6,832
1056
-134,827
1057
0
1058
-25,732
1059
-2,349
1060
0
1061
-77,500
1062
-934
1063
-21,000
1064
-255
1065
-6,104
1066
-10,670
1067
-112,500
1068
-103,947
1069
-41,089
1070
-12,414
1071
-738
1072
-99,272
1073
-41,306
1074
0
1075
-15,016