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
751
$504K 0.01%
+22,990
752
$503K 0.01%
3,696
+1,193
753
$502K 0.01%
6,385
+1,669
754
$501K 0.01%
158,521
+33,434
755
$500K 0.01%
35,863
756
$498K 0.01%
+5,919
757
$495K 0.01%
5,392
+1,480
758
$494K 0.01%
+49,171
759
$491K 0.01%
+40,986
760
$491K 0.01%
21,911
+7,671
761
$484K 0.01%
+13,810
762
$480K 0.01%
18,150
+5,340
763
$477K 0.01%
6,541
+522
764
$476K 0.01%
17,910
+3,710
765
$474K 0.01%
41,040
-470,313
766
$472K 0.01%
+22,400
767
$466K 0.01%
+18,810
768
$464K 0.01%
+16,730
769
$458K 0.01%
12,150
+900
770
$456K 0.01%
6,260
-50,725
771
$456K 0.01%
106,641
+77,600
772
$454K 0.01%
+9,300
773
$454K 0.01%
12,316
-1,050
774
$450K 0.01%
23,803
+5,889
775
$449K 0.01%
+155,900
29 30
31
32 33