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
376
$2.01M 0.04%
+83,920
377
$2.01M 0.04%
+45,319
378
$2M 0.04%
70,900
-19,400
379
$1.97M 0.04%
10,970
-6,600
380
$1.96M 0.04%
120,757
-79,974
381
$1.96M 0.04%
18,771
-35,432
382
$1.94M 0.04%
27,490
+720
383
$1.91M 0.04%
+51,660
384
$1.9M 0.04%
31,890
-44,840
385
$1.89M 0.04%
38,430
-54,740
386
$1.86M 0.04%
87,620
+40,280
387
$1.86M 0.04%
164,842
388
$1.86M 0.04%
81,240
-26,190
389
$1.85M 0.04%
54,890
-44,008
390
$1.84M 0.04%
+85,250
391
$1.84M 0.03%
10,735
-730
392
$1.83M 0.03%
42,818
-3,840
393
$1.82M 0.03%
58,640
+10,580
394
$1.8M 0.03%
60,530
-24,620
395
$1.8M 0.03%
273,228
+122,673
396
$1.78M 0.03%
33,650
-200
397
$1.77M 0.03%
75,014
+28,988
398
$1.74M 0.03%
436
-127
399
$1.74M 0.03%
13,647
+3,508
400
$1.69M 0.03%
21,300
-28,345
14 15
16
17 18