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
726
$200K ﹤0.01%
+7,270
727
$200K ﹤0.01%
30,958
-5,300
728
$198K ﹤0.01%
11,920
-58,930
729
$197K ﹤0.01%
+12,913
730
$188K ﹤0.01%
+11,213
731
$187K ﹤0.01%
15,313
732
$185K ﹤0.01%
12,900
733
$184K ﹤0.01%
5,669
-9,486
734
$182K ﹤0.01%
+3,925
735
$180K ﹤0.01%
10,000
-1,590
736
$178K ﹤0.01%
10,080
737
$177K ﹤0.01%
41,833
-30,667
738
$174K ﹤0.01%
20,200
+3,600
739
$171K ﹤0.01%
+11,303
740
$171K ﹤0.01%
23,960
-10,300
741
$171K ﹤0.01%
+1,231
742
$170K ﹤0.01%
16,957
-9,790
743
$169K ﹤0.01%
+10,200
744
$167K ﹤0.01%
25,004
-4,000
745
$167K ﹤0.01%
15,904
746
$165K ﹤0.01%
7,355
-7,327
747
$160K ﹤0.01%
+94,000
748
$160K ﹤0.01%
12,700
-500
749
$159K ﹤0.01%
98,579
750
$158K ﹤0.01%
+13,400
28 29
30
31 32