Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.26B
AUM Growth
-$618M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$43.4M
3
+$30.7M
4
CMCSA icon
Comcast
CMCSA
+$29.8M
5
C icon
Citigroup
C
+$24.2M

Top Sells

1
+$68.5M
2
+$37.7M
3
+$35.3M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$31.3M
5
IFF icon
International Flavors & Fragrances
IFF
+$27.1M

Sector Composition

1 Financials 17.72%
2 Healthcare 17.4%
3 Technology 16.82%
4 Consumer Discretionary 10.62%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.49M 0.07%
18,583
+11,466
277
$3.43M 0.07%
185,470
+16,600
278
$3.43M 0.07%
68,745
-976
279
$3.39M 0.06%
106,555
+29,540
280
$3.39M 0.06%
192,517
-1,300
281
$3.38M 0.06%
128,923
-23,440
282
$3.37M 0.06%
35,510
-3,600
283
$3.37M 0.06%
116,124
+280
284
$3.37M 0.06%
202,773
-270,760
285
$3.36M 0.06%
154,313
+49,693
286
$3.32M 0.06%
+135,520
287
$3.31M 0.06%
121,632
-15,378
288
$3.29M 0.06%
80,125
+57,405
289
$3.27M 0.06%
10,666
+607
290
$3.24M 0.06%
101,857
-30,910
291
$3.22M 0.06%
44,110
-10,700
292
$3.21M 0.06%
63,100
+28,280
293
$3.16M 0.06%
54,660
-1,200
294
$3.15M 0.06%
92,937
+68,137
295
$3.14M 0.06%
109,150
-18,680
296
$3.12M 0.06%
29,458
297
$3.12M 0.06%
126,800
-17,560
298
$3.1M 0.06%
+21,644
299
$3.1M 0.06%
168,100
300
$3.08M 0.06%
220,790
-56,050
10 11
12
13 14