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
651
$311K 0.01%
4,890
652
$309K 0.01%
15,001
+6,100
653
$308K 0.01%
40,130
+5,000
654
$307K 0.01%
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655
$307K 0.01%
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656
$306K 0.01%
15,500
-5,871
657
$306K 0.01%
18,241
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658
$306K 0.01%
38,333
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659
$303K 0.01%
10,290
-19,430
660
$302K 0.01%
8,240
-106,710
661
$300K 0.01%
+3,230
662
$299K 0.01%
5,200
663
$297K 0.01%
13,052
-491
664
$296K 0.01%
+14,200
665
$290K 0.01%
14,890
+2,070
666
$289K 0.01%
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667
$287K 0.01%
4,620
668
$283K 0.01%
3,333
-255,310
669
$283K 0.01%
7,390
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670
$282K 0.01%
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671
$282K 0.01%
17,427
+1,160
672
$281K 0.01%
+42,378
673
$280K 0.01%
10,733
674
$279K 0.01%
28,096
-52,078
675
$278K 0.01%
5,800
25 26
27
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