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
451
$1.13M 0.02%
+14,940
452
$1.12M 0.02%
75,148
+16,800
453
$1.11M 0.02%
+20,800
454
$1.11M 0.02%
+46,700
455
$1.11M 0.02%
8,142
-3,600
456
$1.08M 0.02%
21,960
-6,940
457
$1.08M 0.02%
20,680
+6,840
458
$1.07M 0.02%
80,300
-215,500
459
$1.07M 0.02%
20,050
460
$1.06M 0.02%
+16,320
461
$1.05M 0.02%
155,601
462
$1.04M 0.02%
54,569
-21,828
463
$1.02M 0.02%
+14,410
464
$1.01M 0.02%
55,700
+43,604
465
$1.01M 0.02%
44,952
-44,543
466
$992K 0.02%
18,672
467
$988K 0.02%
42,722
468
$958K 0.02%
+47,062
469
$954K 0.02%
44,188
-50,094
470
$933K 0.02%
+30,990
471
$932K 0.02%
10,260
-11,510
472
$931K 0.02%
23,824
-553,080
473
$928K 0.02%
100,900
-8,000
474
$924K 0.02%
32,170
-43,361
475
$917K 0.02%
9,250
17 18
19
20 21