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
551
$1.36M 0.02%
37,440
+12,560
552
$1.35M 0.02%
10,760
-1,200
553
$1.34M 0.02%
46,729
+10,889
554
$1.33M 0.02%
+85,080
555
$1.33M 0.02%
18,060
-63,179
556
$1.33M 0.02%
4,319
+2,659
557
$1.31M 0.02%
+42,564
558
$1.31M 0.02%
38,448
+13,252
559
$1.31M 0.02%
64,651
+33,237
560
$1.3M 0.02%
14,300
+7,180
561
$1.3M 0.02%
+235,463
562
$1.3M 0.02%
35,280
+21,150
563
$1.29M 0.02%
+19,170
564
$1.29M 0.02%
8,900
-38,646
565
$1.27M 0.02%
59,313
+18,200
566
$1.27M 0.02%
85,406
567
$1.26M 0.02%
62,500
568
$1.25M 0.02%
+31,331
569
$1.25M 0.02%
+16,795
570
$1.25M 0.02%
40,968
+20,988
571
$1.25M 0.02%
53,478
+2,002
572
$1.25M 0.02%
69,200
+23,000
573
$1.24M 0.02%
56,737
+3,693
574
$1.24M 0.02%
7,334
+3,730
575
$1.24M 0.02%
51,778
-1,660
21 22
23
24 25