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
476
$1.84M 0.03%
75,876
-133,403
477
$1.83M 0.03%
69,347
+57,247
478
$1.82M 0.03%
+59,830
479
$1.82M 0.03%
12,384
-88,877
480
$1.81M 0.03%
10,258
+3,358
481
$1.81M 0.03%
38,109
-1,170
482
$1.81M 0.03%
97,916
+9,100
483
$1.8M 0.03%
150,918
+2,316
484
$1.8M 0.03%
+93,447
485
$1.79M 0.03%
39,959
-11,260
486
$1.79M 0.03%
192,868
-32,533
487
$1.76M 0.03%
44,730
-9,630
488
$1.75M 0.03%
5,080
489
$1.74M 0.03%
173,823
+62,898
490
$1.74M 0.03%
81,074
+9,890
491
$1.74M 0.03%
291,648
+70,821
492
$1.73M 0.03%
+29,400
493
$1.72M 0.03%
116,761
+34,162
494
$1.71M 0.03%
+181,749
495
$1.7M 0.03%
99,587
+8,600
496
$1.7M 0.03%
36,761
+2,469
497
$1.69M 0.03%
+80,718
498
$1.68M 0.03%
134,752
-902
499
$1.68M 0.03%
30,626
-13,821
500
$1.67M 0.03%
+75,524
18 19
20
21 22