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
351
$3.36M 0.06%
103,722
+58,260
352
$3.34M 0.06%
43,520
+14,280
353
$3.33M 0.06%
178,700
+114,200
354
$3.3M 0.06%
144,491
+6,401
355
$3.3M 0.06%
30,080
+8,960
356
$3.26M 0.06%
174,930
+17,700
357
$3.25M 0.06%
147,829
+42,431
358
$3.23M 0.06%
231,862
+42,943
359
$3.23M 0.06%
240,196
+3,700
360
$3.23M 0.06%
160,496
-9,700
361
$3.21M 0.06%
+77,600
362
$3.21M 0.06%
193,046
+58,632
363
$3.21M 0.06%
47,038
+21,183
364
$3.21M 0.06%
+467,939
365
$3.2M 0.06%
32,580
+960
366
$3.15M 0.06%
207,511
+26,908
367
$3.15M 0.06%
147,229
+49,219
368
$3.14M 0.06%
105,238
+50,628
369
$3.12M 0.05%
122,984
+57,800
370
$3.12M 0.05%
52,619
+11,099
371
$3.11M 0.05%
9,774
-4,722
372
$3.08M 0.05%
112,971
+41,711
373
$3.07M 0.05%
45,590
+20,060
374
$3.06M 0.05%
125,691
-27,520
375
$3.05M 0.05%
72,891
-2,200
13 14
15
16 17