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
651
$854K 0.02%
12,660
652
$842K 0.01%
13,160
+4,693
653
$839K 0.01%
+10,350
654
$839K 0.01%
39,021
+18,021
655
$836K 0.01%
17,384
-33,836
656
$832K 0.01%
+77,012
657
$828K 0.01%
21,200
-94,880
658
$824K 0.01%
53,796
+21,336
659
$815K 0.01%
25,921
-1,840
660
$803K 0.01%
+9,200
661
$802K 0.01%
105,890
+26,200
662
$799K 0.01%
7,094
+3,454
663
$797K 0.01%
+16,440
664
$795K 0.01%
+36,448
665
$793K 0.01%
52,630
-44,432
666
$785K 0.01%
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667
$782K 0.01%
+78,800
668
$775K 0.01%
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669
$774K 0.01%
22,380
+6,600
670
$765K 0.01%
63,918
-2,206
671
$759K 0.01%
+11,400
672
$756K 0.01%
10,980
+3,360
673
$743K 0.01%
16,158
+9,313
674
$743K 0.01%
26,240
+17,080
675
$740K 0.01%
23,795
+6,814
25 26
27
28 29