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
401
$1.68M 0.03%
+78,648
402
$1.64M 0.03%
242,036
-35,552
403
$1.64M 0.03%
39,810
404
$1.62M 0.03%
41,830
-217,090
405
$1.6M 0.03%
33,010
-1,500
406
$1.59M 0.03%
148,578
+19,300
407
$1.56M 0.03%
119,593
-124,825
408
$1.53M 0.03%
41,150
-29,734
409
$1.52M 0.03%
14,967
410
$1.52M 0.03%
81,660
+3,690
411
$1.51M 0.03%
56,550
-65,080
412
$1.5M 0.03%
16,390
413
$1.49M 0.03%
25,290
-2,500
414
$1.49M 0.03%
23,030
+4,640
415
$1.49M 0.03%
91,445
+17,700
416
$1.45M 0.03%
78,262
+29,100
417
$1.45M 0.03%
120,371
-26,749
418
$1.44M 0.03%
9,680
-985
419
$1.44M 0.03%
51,155
-2,900
420
$1.42M 0.03%
57,907
421
$1.41M 0.03%
27,588
422
$1.41M 0.03%
50,693
+11,180
423
$1.41M 0.03%
+34,177
424
$1.4M 0.03%
89,206
+2,400
425
$1.38M 0.03%
+27,980
15 16
17
18 19