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
1351
-5,522
1352
0
1353
-413,669
1354
-32,634
1355
-9,769
1356
-12,700
1357
-10,041
1358
-40,000
1359
-135,995
1360
0
1361
-13,978
1362
0
1363
-2,314
1364
-40,063
1365
-3,777,000
1366
-50,134
1367
0
1368
-20,355
1369
-277,317
1370
-150,025
1371
-5,383
1372
-270,100
1373
-65,603
1374
-2,000
1375
0