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
$5.69B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$29.3M
3
+$23.4M
4
OXY icon
Occidental Petroleum
OXY
+$18.7M
5
YUMC icon
Yum China
YUMC
+$17.1M

Top Sells

1
+$36.6M
2
+$34.3M
3
+$18.1M
4
NVR icon
NVR
NVR
+$17.6M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$17.1M

Sector Composition

1 Technology 19.66%
2 Financials 17.92%
3 Industrials 13.21%
4 Consumer Discretionary 11.28%
5 Healthcare 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.11M 0.09%
91,062
+31,030
277
$5.09M 0.09%
+110,920
278
$5.08M 0.09%
104,354
+40,600
279
$5.08M 0.09%
59,956
-78,072
280
$5.08M 0.09%
250,830
-7,900
281
$5.04M 0.09%
152,400
+91,850
282
$5.04M 0.09%
261,874
+165,707
283
$5.03M 0.09%
223,754
+47,170
284
$4.98M 0.09%
47,360
-33,629
285
$4.97M 0.09%
428,512
+75,600
286
$4.93M 0.09%
28,606
+7,785
287
$4.9M 0.09%
193,302
+35,061
288
$4.82M 0.08%
+263,323
289
$4.76M 0.08%
88,730
+70,070
290
$4.74M 0.08%
145,933
+14,619
291
$4.72M 0.08%
156,216
+43,790
292
$4.66M 0.08%
102,781
+9,370
293
$4.66M 0.08%
70,826
-24,482
294
$4.53M 0.08%
333,761
+114,400
295
$4.51M 0.08%
139,158
-10,010
296
$4.47M 0.08%
62,400
+15,850
297
$4.46M 0.08%
91,582
+25,872
298
$4.44M 0.08%
76,796
+21,580
299
$4.39M 0.08%
75,760
+62,600
300
$4.38M 0.08%
106,767
-10,400
10 11
12
13 14