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
701
$235K ﹤0.01%
31,101
+15,501
702
$233K ﹤0.01%
+80,012
703
$232K ﹤0.01%
+22,902
704
$231K ﹤0.01%
4,160
705
$231K ﹤0.01%
+4,200
706
$226K ﹤0.01%
18,056
-2,600
707
$226K ﹤0.01%
28,054
-64,143
708
$223K ﹤0.01%
+6,750
709
$223K ﹤0.01%
13,680
710
$222K ﹤0.01%
17,100
711
$221K ﹤0.01%
+2,730
712
$220K ﹤0.01%
+67,914
713
$219K ﹤0.01%
96,992
-100,673
714
$217K ﹤0.01%
+3,120
715
$217K ﹤0.01%
+9,900
716
$213K ﹤0.01%
24,398
-36,737
717
$213K ﹤0.01%
7,700
-900
718
$212K ﹤0.01%
+11,100
719
$209K ﹤0.01%
6,390
720
$208K ﹤0.01%
28,918
+17,308
721
$206K ﹤0.01%
18,038
-1,595
722
$204K ﹤0.01%
+15,009
723
$202K ﹤0.01%
34,230
-8,601
724
$202K ﹤0.01%
+3,700
725
$201K ﹤0.01%
8,800
-16,376
27 28
29
30 31