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
526
$664K 0.01%
12,336
+7,416
527
$657K 0.01%
11,600
528
$655K 0.01%
40,200
-20,000
529
$649K 0.01%
131,021
-27,086
530
$646K 0.01%
+32,181
531
$646K 0.01%
86,300
+6,300
532
$644K 0.01%
+28,080
533
$639K 0.01%
+163
534
$633K 0.01%
14,799
-15,930
535
$631K 0.01%
+38,579
536
$625K 0.01%
25,125
+16,504
537
$624K 0.01%
23,353
538
$616K 0.01%
7,080
-9,200
539
$614K 0.01%
90,864
+74,700
540
$614K 0.01%
56,050
-16,435
541
$607K 0.01%
53,437
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542
$604K 0.01%
13,760
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543
$593K 0.01%
19,150
544
$588K 0.01%
+34,594
545
$587K 0.01%
+27,300
546
$584K 0.01%
5,340
-247,372
547
$584K 0.01%
19,539
-6,438
548
$582K 0.01%
45,450
+270
549
$578K 0.01%
22,431
550
$572K 0.01%
71,116
-12,100
20 21
22
23 24