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
501
$797K 0.02%
24,100
+500
502
$797K 0.02%
1,585,600
-470,400
503
$796K 0.02%
47,101
-12,719
504
$795K 0.02%
+117,955
505
$794K 0.02%
64,404
-12,692
506
$793K 0.02%
22,070
-28,800
507
$783K 0.01%
+13,770
508
$777K 0.01%
13,180
-1,500
509
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6,360
-6,207
510
$755K 0.01%
82,733
-5,387
511
$741K 0.01%
137,389
-121,000
512
$733K 0.01%
28,200
513
$727K 0.01%
8,711
-222,929
514
$724K 0.01%
16,570
-1,070
515
$713K 0.01%
23,400
-6,850
516
$699K 0.01%
31,273
-77,630
517
$696K 0.01%
34,100
-48,200
518
$696K 0.01%
+36,730
519
$695K 0.01%
72,697
-36,800
520
$695K 0.01%
29,400
+1,599
521
$684K 0.01%
1,053
-1,752
522
$679K 0.01%
36,800
-6,856
523
$673K 0.01%
+9,560
524
$672K 0.01%
+81,116
525
$668K 0.01%
+20,240
19 20
21
22 23