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
301
$3.06M 0.06%
133,160
-500
302
$3.06M 0.06%
+155,100
303
$3.06M 0.06%
310,200
+100
304
$3.04M 0.06%
76,350
-81,600
305
$3.03M 0.06%
34,410
-66,600
306
$2.98M 0.06%
201,692
+118,300
307
$2.97M 0.06%
54,739
-3,570
308
$2.96M 0.06%
52,280
-67,038
309
$2.96M 0.06%
+151,698
310
$2.93M 0.06%
122,847
+49,047
311
$2.91M 0.06%
52,210
-18,620
312
$2.91M 0.06%
168,572
-18,300
313
$2.9M 0.06%
15,960
-6,680
314
$2.9M 0.06%
131,600
-17,000
315
$2.88M 0.05%
81,100
-2,140
316
$2.86M 0.05%
52,493
+47,783
317
$2.84M 0.05%
45,106
-13,640
318
$2.83M 0.05%
+2,661
319
$2.82M 0.05%
19,265
-2,350
320
$2.79M 0.05%
74,472
-870
321
$2.75M 0.05%
52,090
-7,500
322
$2.72M 0.05%
15,705
-3,795
323
$2.72M 0.05%
51,240
-44,720
324
$2.69M 0.05%
354,165
+19,452
325
$2.67M 0.05%
70,000
-75,560
11 12
13
14 15