Wall Street firm's portfolio up 29% in 18 months

Trader on the floor of the New York Stock Exchange.
Brendan McDermid | Reuters

A portfolio for clients by investment bank Jefferies is up 29 percent since it was created in December 2013, 12 percentage points better than the S&P 500 over the same period.

On the creation of the "Franchise Pick List," a report this week stated, "we may consider sector balance and factor exposure, but ultimately we're looking to highlight the stocks that our analysts believe are most compelling and where they can point to differentiated work and/or estimates."

Shares of investment firm WisdomTree and software-marker EPAM Systems were the biggest contributors to the basket's performance since its creation.

Here are the newest members to the 21-stock portfolio...

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