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
551
$570K 0.01%
+23,486
552
$565K 0.01%
44,248
-22,940
553
$558K 0.01%
81,390
+61,390
554
$558K 0.01%
57,500
+2,000
555
$549K 0.01%
343,336
+11,500
556
$546K 0.01%
11,220
+2,090
557
$545K 0.01%
11,590
558
$525K 0.01%
11,090
-9,480
559
$523K 0.01%
3,066
560
$522K 0.01%
15,400
-15,400
561
$520K 0.01%
10,750
-64,540
562
$517K 0.01%
98,140
+15,721
563
$512K 0.01%
+56,400
564
$508K 0.01%
+1,525
565
$507K 0.01%
10,874
+243
566
$503K 0.01%
+13,090
567
$503K 0.01%
20,608
+6,836
568
$502K 0.01%
3,055
-550
569
$499K 0.01%
+21,700
570
$498K 0.01%
6,385
+3,914
571
$496K 0.01%
+165,949
572
$494K 0.01%
+12,180
573
$488K 0.01%
14,912
574
$487K 0.01%
20,860
575
$486K 0.01%
+39,134
21 22
23
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