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
51
$27.1M 0.52%
78,278
+2,634
52
$26.1M 0.5%
557,657
-103,000
53
$26.1M 0.5%
1,741,190
+317,590
54
$25.8M 0.49%
779,360
-101,200
55
$25.4M 0.48%
501,250
-88,050
56
$25M 0.48%
515,110
+214,378
57
$24.7M 0.47%
447,820
+437,620
58
$24.6M 0.47%
598,350
+479,480
59
$24.5M 0.47%
424,800
+23,070
60
$24.4M 0.46%
225,544
+122,915
61
$24.2M 0.46%
1,040,300
+33,100
62
$24.1M 0.46%
151,826
-1,370
63
$23.6M 0.45%
880,791
-527,958
64
$23.5M 0.45%
480,946
-40,160
65
$23.4M 0.45%
137,424
-33,200
66
$23.4M 0.44%
900,788
-109,560
67
$23.2M 0.44%
552,460
-130
68
$23M 0.44%
267,711
-51,480
69
$22.6M 0.43%
280,540
+277,300
70
$22.6M 0.43%
199,267
-64,646
71
$22.6M 0.43%
241,701
-247,090
72
$22.3M 0.42%
174,594
-66,126
73
$22.2M 0.42%
936,804
-132,000
74
$22.2M 0.42%
429,740
-89,898
75
$22.1M 0.42%
839,003
-131,090
1 2
3
4 5