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
751
$154K ﹤0.01%
+95,200
752
$147K ﹤0.01%
+15,288
753
$139K ﹤0.01%
+1
754
$135K ﹤0.01%
10,800
-45,810
755
$123K ﹤0.01%
12,300
756
$122K ﹤0.01%
+23,400
757
$121K ﹤0.01%
10,843
-18,042
758
$120K ﹤0.01%
10,590
759
$120K ﹤0.01%
12,400
-14,100
760
$115K ﹤0.01%
58,500
-11,827
761
$112K ﹤0.01%
20,400
-1,900
762
$100K ﹤0.01%
1,985
-3,445
763
$95K ﹤0.01%
+27,528
764
$95K ﹤0.01%
+13,314
765
$93K ﹤0.01%
11,067
-3,372
766
$92K ﹤0.01%
79,756
-23,765
767
$87K ﹤0.01%
19,064
-62,151
768
$83K ﹤0.01%
20,856
-2,982
769
$79K ﹤0.01%
7,310
+4,010
770
$77K ﹤0.01%
10,700
-3,100
771
$76K ﹤0.01%
+54,177
772
$75K ﹤0.01%
10,001
-6,600
773
$75K ﹤0.01%
+23,825
774
$74K ﹤0.01%
7,737
775
$74K ﹤0.01%
+12,100
29 30
31
32 33