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
426
$2.34M 0.04%
54,340
-9,320
427
$2.32M 0.04%
430,680
+50,295
428
$2.31M 0.04%
45,092
+22,760
429
$2.31M 0.04%
102,220
-1,700
430
$2.26M 0.04%
352,524
+15,500
431
$2.23M 0.04%
+240,107
432
$2.23M 0.04%
60,888
+41,958
433
$2.22M 0.04%
105,310
+83,400
434
$2.21M 0.04%
122,791
+33,873
435
$2.21M 0.04%
10,865
+2,625
436
$2.2M 0.04%
100,800
+15,500
437
$2.2M 0.04%
376,932
+21,200
438
$2.19M 0.04%
106,354
+93,554
439
$2.19M 0.04%
+102,400
440
$2.19M 0.04%
99,360
+5,260
441
$2.18M 0.04%
135,208
+58,316
442
$2.17M 0.04%
51,580
443
$2.17M 0.04%
88,424
+57,726
444
$2.17M 0.04%
30,531
+24,281
445
$2.17M 0.04%
326
+75
446
$2.15M 0.04%
37,440
+14,620
447
$2.14M 0.04%
68,923
-17,562
448
$2.13M 0.04%
+104,370
449
$2.13M 0.04%
18,510
450
$2.12M 0.04%
77,996
+26,716
16 17
18
19 20