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
476
$915K 0.02%
79,905
+57,097
477
$905K 0.02%
30,738
+1,040
478
$899K 0.02%
27,900
479
$892K 0.02%
16,230
+1,600
480
$884K 0.02%
+14,310
481
$884K 0.02%
56,884
+5,400
482
$882K 0.02%
32,000
-4,230
483
$878K 0.02%
9,883
484
$878K 0.02%
60,700
485
$873K 0.02%
49,780
-34,000
486
$868K 0.02%
58,371
+26,866
487
$842K 0.02%
57,330
+2,100
488
$837K 0.02%
2,653
-2,030
489
$837K 0.02%
+13,600
490
$835K 0.02%
+36,898
491
$834K 0.02%
6,510
492
$831K 0.02%
+47,647
493
$827K 0.02%
62,530
-9,881
494
$827K 0.02%
+11,274
495
$825K 0.02%
+13,838
496
$823K 0.02%
16,020
-19,034
497
$820K 0.02%
13,230
498
$817K 0.02%
+29,380
499
$817K 0.02%
21,070
500
$805K 0.02%
25,310
-6,540
18 19
20
21 22