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
1051
-57,008
1052
-19,753
1053
-14,700
1054
-70,000
1055
-100,000
1056
-58,381
1057
-12,728
1058
-34,618
1059
-6,588
1060
0
1061
-139,249
1062
-17,397
1063
-370,000
1064
-2,408
1065
-560
1066
0
1067
-400,000
1068
-7,986
1069
-11,000
1070
-8,015
1071
-37,500
1072
-4,005
1073
-55,184
1074
-11,748
1075
0