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
676
$276K 0.01%
+18,000
677
$276K 0.01%
8,450
678
$275K 0.01%
32,435
-32,348
679
$272K 0.01%
+17,600
680
$271K 0.01%
370,895
+307,495
681
$268K 0.01%
+14,240
682
$267K 0.01%
82,382
+68,240
683
$265K 0.01%
+59,184
684
$264K 0.01%
+2,517
685
$263K 0.01%
+81,069
686
$263K 0.01%
9,959
-5,450
687
$262K 0.01%
5,964
688
$259K ﹤0.01%
4,730
-1,000
689
$258K ﹤0.01%
+7,900
690
$256K ﹤0.01%
+5,740
691
$255K ﹤0.01%
+14,317
692
$255K ﹤0.01%
+41,400
693
$245K ﹤0.01%
4,690
694
$244K ﹤0.01%
+6,345
695
$242K ﹤0.01%
20,700
+1,700
696
$240K ﹤0.01%
6,920
697
$239K ﹤0.01%
48,477
+40,537
698
$238K ﹤0.01%
10,640
699
$238K ﹤0.01%
10,650
-720,960
700
$236K ﹤0.01%
+297
26 27
28
29 30