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
676
$736K 0.01%
+7,020
677
$736K 0.01%
+34,051
678
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159,712
-47,300
679
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+7,884
680
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681
$727K 0.01%
10,750
+2,100
682
$721K 0.01%
+7,297
683
$709K 0.01%
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684
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+17,360
685
$704K 0.01%
26,098
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16,710
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687
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28,000
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688
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689
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690
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7,820
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-11,300
694
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696
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31,701
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697
$668K 0.01%
14,160
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$666K 0.01%
12,890
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699
$665K 0.01%
40,540
+9,200
700
$665K 0.01%
53,186
+13,345
26 27
28
29 30