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
626
$943K 0.02%
203,695
+49,287
627
$925K 0.02%
43,554
-79,347
628
$923K 0.02%
15,710
-1,020
629
$923K 0.02%
32,974
+3,070
630
$922K 0.02%
+19,611
631
$913K 0.02%
+22,454
632
$909K 0.02%
19,340
+6,100
633
$908K 0.02%
46,068
-57,950
634
$905K 0.02%
+4,461
635
$901K 0.02%
58,160
+47,690
636
$898K 0.02%
35,700
+21,620
637
$891K 0.02%
49,310
+29,500
638
$890K 0.02%
7,060
+1,670
639
$888K 0.02%
9,400
640
$886K 0.02%
+15,500
641
$880K 0.02%
92,097
+32,206
642
$873K 0.02%
31,800
-53,420
643
$872K 0.02%
27,696
+2,670
644
$872K 0.02%
4,942
+3,205
645
$863K 0.02%
+18,462
646
$862K 0.02%
27,982
+2,532
647
$859K 0.02%
19,105
+7,685
648
$857K 0.02%
11,400
-520
649
$855K 0.02%
38,751
+4,050
650
$855K 0.02%
18,610
+4,400
24 25
26
27 28