JG

Jefferies Group Portfolio holdings

AUM $3.42B
1-Year Est. Return 6.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.2%
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 +$265M
2 +$125M
3 +$114M
4
UDR icon
UDR
UDR
+$92.2M
5
LXP icon
LXP Industrial Trust
LXP
+$78.3M

Top Sells

1 +$156M
2 +$133M
3 +$39.8M
4
FUTU icon
Futu Holdings
FUTU
+$39.4M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$39M

Sector Composition

1 Technology 18.29%
2 Real Estate 11.64%
3 Healthcare 9.65%
4 Consumer Discretionary 6.36%
5 Financials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
-8,500
1227
-100,000
1228
-200,000
1229
0
1230
-77,657
1231
-27,500
1232
0
1233
-40,000
1234
-16,800
1235
-125,000
1236
-53,623
1237
-59,748
1238
-14,092
1239
-25,000
1240
-100,000
1241
-70,000
1242
-49,750
1243
-89,539
1244
-30,362
1245
-26,600
1246
-24,400
1247
-261,301
1248
0
1249
-126
1250
-38,676