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
701
$663K 0.01%
17,250
-63,860
702
$661K 0.01%
+9,800
703
$654K 0.01%
344,203
+74,523
704
$654K 0.01%
+29,273
705
$653K 0.01%
68,738
+51,788
706
$652K 0.01%
+13,540
707
$652K 0.01%
5,870
708
$643K 0.01%
+57,451
709
$640K 0.01%
+16,000
710
$638K 0.01%
49,860
+27,400
711
$636K 0.01%
32,184
+3,900
712
$629K 0.01%
69,847
+57,957
713
$626K 0.01%
12,160
-5,200
714
$624K 0.01%
+15,070
715
$622K 0.01%
39,648
+29,268
716
$620K 0.01%
26,787
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717
$612K 0.01%
24,327
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718
$611K 0.01%
6,676
-5,942
719
$600K 0.01%
41,200
720
$593K 0.01%
42,700
+3,200
721
$591K 0.01%
+14,860
722
$590K 0.01%
102,416
+52,902
723
$589K 0.01%
40,000
-51,008
724
$568K 0.01%
2,815
-48,455
725
$566K 0.01%
27,760
+11,160
27 28
29
30 31