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
426
$1.38M 0.03%
16,890
-17,100
427
$1.38M 0.03%
54,606
-10,450
428
$1.37M 0.03%
+11,870
429
$1.3M 0.02%
45,105
+27,970
430
$1.28M 0.02%
+37,779
431
$1.28M 0.02%
49,340
+6,620
432
$1.28M 0.02%
85,869
+37,569
433
$1.26M 0.02%
15,360
-2,640
434
$1.26M 0.02%
23,000
435
$1.25M 0.02%
18,480
+3,350
436
$1.23M 0.02%
119,243
-69,500
437
$1.23M 0.02%
+10,132
438
$1.23M 0.02%
32,500
-4,810
439
$1.23M 0.02%
+18,100
440
$1.21M 0.02%
16,680
-4,300
441
$1.2M 0.02%
+69,100
442
$1.2M 0.02%
17,100
-500
443
$1.18M 0.02%
+70,100
444
$1.17M 0.02%
86,419
+39,919
445
$1.17M 0.02%
37,847
-4,166
446
$1.17M 0.02%
98,899
+7,111
447
$1.14M 0.02%
83,650
+1,100
448
$1.14M 0.02%
30,617
449
$1.14M 0.02%
91,771
+19,140
450
$1.14M 0.02%
28,310
+6,200
16 17
18
19 20