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
526
$1.49M 0.03%
+61,226
527
$1.49M 0.03%
+152,542
528
$1.49M 0.03%
48,880
+15,300
529
$1.48M 0.03%
+24,980
530
$1.47M 0.03%
471,776
+295,700
531
$1.47M 0.03%
18,690
+2,760
532
$1.47M 0.03%
18,800
-200
533
$1.46M 0.03%
72,110
+35,800
534
$1.46M 0.03%
12,240
+2,200
535
$1.46M 0.03%
32,259
+18,579
536
$1.45M 0.03%
16,793
+1,153
537
$1.43M 0.03%
17,739
+2,278
538
$1.43M 0.03%
47,890
-50,310
539
$1.42M 0.03%
155,977
+16,877
540
$1.42M 0.03%
+144,139
541
$1.42M 0.03%
241,201
+3,100
542
$1.42M 0.03%
166,193
+97,400
543
$1.41M 0.02%
39,051
-19,090
544
$1.41M 0.02%
51,110
-64,087
545
$1.4M 0.02%
5,261
-11,281
546
$1.4M 0.02%
87,836
+52,940
547
$1.39M 0.02%
167,340
+81,500
548
$1.38M 0.02%
30,475
-10,499
549
$1.38M 0.02%
+113,440
550
$1.38M 0.02%
+141,816
20 21
22
23 24