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 6.39%
5 Financials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
-40,000
1402
-18,132
1403
-13,100
1404
-1,710
1405
-5,346
1406
0
1407
-285
1408
-393,375
1409
0
1410
-6,107
1411
-12,794