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
576
$475K 0.01%
70,746
-45,500
577
$474K 0.01%
17,235
-100,575
578
$472K 0.01%
3,940
-3,500
579
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73,856
+56,639
580
$467K 0.01%
194,452
+105,585
581
$466K 0.01%
8,675
582
$466K 0.01%
52,131
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583
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15,620
-100
584
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7,770
-4,100
585
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586
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2,160
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587
$447K 0.01%
8,120
-450
588
$442K 0.01%
92,114
-35,600
589
$438K 0.01%
9,570
-15,325
590
$438K 0.01%
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591
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149,891
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592
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82,017
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593
$428K 0.01%
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594
$428K 0.01%
38,344
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595
$427K 0.01%
+23,060
596
$424K 0.01%
25,793
-5,400
597
$422K 0.01%
5,700
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598
$420K 0.01%
+42,600
599
$416K 0.01%
21,430
-8,600
600
$414K 0.01%
55,701
+25,501
22 23
24
25 26